GI
LOAR icon

GAMMA Investing’s Loar Holdings LOAR Stock Holding History

GAMMA Investing’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7K Sell
294
-214
-42% -$13.6K ﹤0.01% 2751
2026
Q1 		$29.1K Buy
508
+191
+60% +$12.9K ﹤0.01% 2516
2025
Q4 		$21.6K Sell
317
-48
-13% -$3.5K ﹤0.01% 2570
2025
Q3 		$29.2K Sell
365
-118
-24% -$8.87K ﹤0.01% 2325
2025
Q2 		$41.6K Buy
483
+111
+30% +$9.61K ﹤0.01% 2039
2025
Q1 		$26.3K Buy
372
+250
+205% +$18K ﹤0.01% 2226
2024
Q4 		$9.02K Buy
122
+23
+23% +$1.89K ﹤0.01% 2667
2024
Q3 		$7.38K Buy
+99
New +$6.57K ﹤0.01% 2577

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return