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
2026
Q2 		$37.3K Buy
+463
New +$29.5K ﹤0.01% 2706
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 $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Global Retirement Partners's LOAR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Loar Holdings (LOAR) in Q2 2026: 463 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #2706 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LOAR as recently as Q4 2025.

Global Retirement Partners first reported a position in LOAR in Q2 2024 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Global Retirement Partners held 463 shares of Loar Holdings worth $37.3K as of Q2 2026.
  • Loar Holdings was a new Global Retirement Partners position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2706 holding.
  • Global Retirement Partners first reported a position in Loar Holdings in Q2 2024 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.