IWC
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Integrated Wealth Concepts’s Loar Holdings LOAR Stock Holding History

Integrated Wealth Concepts’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 		$375K Buy
4,653
+574
+14% +$36.6K ﹤0.01% 1847
2026
Q1 		$234K Buy
+4,079
New +$275K ﹤0.01% 2008
2025
Q4 		– Sell
-3,230
Closed -$258K – 2068
2025
Q3 		$258K Buy
3,230
+77
+2% +$5.79K ﹤0.01% 1713
2025
Q2 		$272K Buy
+3,153
New +$273K ﹤0.01% 1603

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

Integrated Wealth Concepts's LOAR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Loar Holdings (LOAR) stake by 14% in Q2 2026, buying an estimated $36.6K and bringing the position to 4,653 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Integrated Wealth Concepts first reported a position in LOAR in Q2 2025 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Integrated Wealth Concepts held 4,653 shares of Loar Holdings worth $375K as of Q2 2026.
  • Integrated Wealth Concepts bought 574 Loar Holdings shares in Q2 2026, an estimated $36.6K.
  • Loar Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1847 holding.
  • Integrated Wealth Concepts first reported a position in Loar Holdings in Q2 2025 and has held it in 4 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.