Marshall Wace
LOAR icon

Marshall Wace’s Loar Holdings LOAR Stock Holding History

Marshall Wace’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 		$4.75M Buy
82,991
+2,413
+3% +$163K ﹤0.01% 1334
2025
Q4 		$5.48M Sell
80,578
-191,855
-70% -$14M 0.01% 1108
2025
Q3 		$21.8M Sell
272,433
-1,113,885
-80% -$83.8M 0.02% 617
2025
Q2 		$119M Buy
1,386,318
+1,323,442
+2,105% +$115M 0.13% 134
2025
Q1 		$4.44M Buy
+62,876
New +$4.54M 0.01% 1119

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

Marshall Wace's LOAR Position: Q1 2026 in Review

Marshall Wace increased its Loar Holdings (LOAR) stake by 3% in Q1 2026, buying an estimated $163K and bringing the position to 82,991 shares worth $4.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Marshall Wace first reported a position in LOAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $119M in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Marshall Wace held 82,991 shares of Loar Holdings worth $4.75M as of Q1 2026.
  • Marshall Wace bought 2,413 Loar Holdings shares in Q1 2026, an estimated $163K.
  • Loar Holdings made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1334 holding.
  • Marshall Wace first reported a position in Loar Holdings in Q1 2025 and has held it in 5 quarters since.
  • Marshall Wace's Loar Holdings position peaked at $119M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.