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Knollwood Investment Advisory’s Loar Holdings LOAR Stock Holding History

Knollwood Investment Advisory’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 		– Sell
-2,877
Closed -$230K – 352
2025
Q3 		$230K Sell
2,877
-123
-4% -$9.25K 0.02% 337
2025
Q2 		$259K Hold
3,000
– – 0.02% 325
2025
Q1 		$212K Hold
3,000
– – 0.02% 350
2024
Q4 		$222K Hold
3,000
– – 0.02% 342
2024
Q3 		$224K Buy
+3,000
New +$199K 0.02% 344

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

Knollwood Investment Advisory's LOAR Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 2,877 shares — an estimated $230K sold.

Knollwood Investment Advisory first reported a position in LOAR in Q3 2024 and held it in 5 quarters. The position peaked at $259K in Q2 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Knollwood Investment Advisory reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 2,877 Loar Holdings shares in Q4 2025, an estimated $230K.
  • Knollwood Investment Advisory first reported a position in Loar Holdings in Q3 2024 and held it in 5 quarters.
  • Knollwood Investment Advisory's Loar Holdings position peaked at $259K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.