GRP
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Global Retirement Partners’s Loar Holdings LOAR Stock Holding History

Global Retirement Partners’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
2025
Q4 		$7.07K Buy
+104
New +$7.58K ﹤0.01% 3304
2024
Q4 		$5.91K Buy
80
+51
+176% +$4.18K ﹤0.01% 2617
2024
Q3 		$2.16K Sell
29
-119
-80% -$7.9K ﹤0.01% 2910
2024
Q2 		$7.91K Buy
+148
New +$8.02K ﹤0.01% 2417

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Global Retirement Partners's LOAR Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Loar Holdings (LOAR) in Q4 2025: 104 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #3304 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LOAR as recently as Q4 2024.

Global Retirement Partners first reported a position in LOAR in Q2 2024 and has held it in 4 quarters since. The position peaked at $7.91K in Q2 2024. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Global Retirement Partners held 104 shares of Loar Holdings worth $7.07K as of Q4 2025.
  • Loar Holdings was a new Global Retirement Partners position in Q4 2025.
  • Loar Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3304 holding.
  • Global Retirement Partners first reported a position in Loar Holdings in Q2 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's Loar Holdings position peaked at $7.91K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.