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
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 $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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Integrated Wealth Concepts's LOAR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Loar Holdings (LOAR) in Q1 2026: 4,079 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #2008 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LOAR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in LOAR in Q2 2025 and has held it in 3 quarters since. The position peaked at $272K in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Integrated Wealth Concepts held 4,079 shares of Loar Holdings worth $234K as of Q1 2026.
  • Loar Holdings was a new Integrated Wealth Concepts position in Q1 2026.
  • Loar Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2008 holding.
  • Integrated Wealth Concepts first reported a position in Loar Holdings in Q2 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Loar Holdings position peaked at $272K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.