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Huntleigh Advisors’s Loar Holdings LOAR Stock Holding History

Huntleigh Advisors’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 		$311K Sell
3,864
-14
-0.4% -$892 0.04% 237
2026
Q1 		$222K Sell
3,878
-7,891
-67% -$532K 0.04% 254
2025
Q4 		$800K Buy
11,769
+29
+0.2% +$2.11K 0.14% 136
2025
Q3 		$939K Sell
11,740
-415
-3% -$31.2K 0.16% 125
2025
Q2 		$1.05M Buy
12,155
+678
+6% +$58.7K 0.2% 105
2025
Q1 		$811K Buy
11,477
+182
+2% +$13.1K 0.14% 113
2024
Q4 		$835K Buy
+11,295
New +$926K 0.18% 103

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 $3.37T AUM 44.26% 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

Huntleigh Advisors's LOAR Position: Q2 2026 in Review

Huntleigh Advisors reduced its Loar Holdings (LOAR) stake by 0.36% in Q2 2026, selling an estimated $892 and leaving 3,864 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #237.

Huntleigh Advisors first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Huntleigh Advisors held 3,864 shares of Loar Holdings worth $311K as of Q2 2026.
  • Huntleigh Advisors sold 14 Loar Holdings shares in Q2 2026, an estimated $892.
  • Loar Holdings made up 0.04% of Huntleigh Advisors's portfolio in Q2 2026, its #237 holding.
  • Huntleigh Advisors first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • Huntleigh Advisors's Loar Holdings position peaked at $1.05M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.