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
Q2 		$3.07M Sell
38,128
-44,863
-54% -$2.86M ﹤0.01% 1612
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 $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

Marshall Wace's LOAR Position: Q2 2026 in Review

Marshall Wace reduced its Loar Holdings (LOAR) stake by 54% in Q2 2026, selling an estimated $2.86M and leaving 38,128 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Marshall Wace first reported a position in LOAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $119M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Marshall Wace held 38,128 shares of Loar Holdings worth $3.07M as of Q2 2026.
  • Marshall Wace sold 44,863 Loar Holdings shares in Q2 2026, an estimated $2.86M.
  • Loar Holdings made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1612 holding.
  • Marshall Wace first reported a position in Loar Holdings in Q1 2025 and has held it in 6 quarters since.
  • Marshall Wace's Loar Holdings position peaked at $119M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.