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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
2026
Q2 		$232K Buy
+2,877
New +$183K 0.02% 249
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 $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

Knollwood Investment Advisory's LOAR Position: Q2 2026 in Review

Knollwood Investment Advisory opened a new position in Loar Holdings (LOAR) in Q2 2026: 2,877 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #249 among its holdings. This is a return to the name: Knollwood Investment Advisory previously reported a position in LOAR as recently as Q3 2025.

Knollwood Investment Advisory first reported a position in LOAR in Q3 2024 and has held it in 6 quarters since. The position peaked at $259K in Q2 2025. 284 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Knollwood Investment Advisory held 2,877 shares of Loar Holdings worth $232K as of Q2 2026.
  • Loar Holdings was a new Knollwood Investment Advisory position in Q2 2026.
  • Loar Holdings made up 0.02% of Knollwood Investment Advisory's portfolio in Q2 2026, its #249 holding.
  • Knollwood Investment Advisory first reported a position in Loar Holdings in Q3 2024 and has held it in 6 quarters since.
  • Knollwood Investment Advisory's Loar Holdings position peaked at $259K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.