MCM
LOAR icon

MAI Capital Management’s Loar Holdings LOAR Stock Holding History

MAI Capital Management’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 		$7.79K Buy
136
+125
+1,136% +$8.43K ﹤0.01% 3286
2025
Q4 		$748 Buy
+11
New +$802 ﹤0.01% 3725

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

MAI Capital Management's LOAR Position: Q1 2026 in Review

MAI Capital Management increased its Loar Holdings (LOAR) stake by 1,136% in Q1 2026, buying an estimated $8.43K and bringing the position to 136 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

MAI Capital Management first reported a position in LOAR in Q4 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • MAI Capital Management held 136 shares of Loar Holdings worth $7.79K as of Q1 2026.
  • MAI Capital Management bought 125 Loar Holdings shares in Q1 2026, an estimated $8.43K.
  • Loar Holdings made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3286 holding.
  • MAI Capital Management first reported a position in Loar Holdings in Q4 2025 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.