LPL Financial
LOAR icon

LPL Financial’s Loar Holdings LOAR Stock Holding History

LPL Financial’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 		$968K Buy
12,008
+4,065
+51% +$259K ﹤0.01% 4450
2026
Q1 		$455K Sell
7,943
-276
-3% -$18.6K ﹤0.01% 4847
2025
Q4 		$559K Buy
8,219
+1,045
+15% +$76.2K ﹤0.01% 4612
2025
Q3 		$574K Sell
7,174
-3,229
-31% -$243K ﹤0.01% 4506
2025
Q2 		$896K Buy
10,403
+5,238
+101% +$453K ﹤0.01% 3847
2025
Q1 		$365K Buy
5,165
+448
+9% +$32.3K ﹤0.01% 4443
2024
Q4 		$349K Buy
+4,717
New +$387K ﹤0.01% 4390

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

LPL Financial's LOAR Position: Q2 2026 in Review

LPL Financial increased its Loar Holdings (LOAR) stake by 51% in Q2 2026, buying an estimated $259K and bringing the position to 12,008 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

LPL Financial first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • LPL Financial held 12,008 shares of Loar Holdings worth $968K as of Q2 2026.
  • LPL Financial bought 4,065 Loar Holdings shares in Q2 2026, an estimated $259K.
  • Loar Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4450 holding.
  • LPL Financial first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.