Montag & Associates’s Loar Holdings LOAR Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-10	Closed	-$800	–	1178
2025 Q3	$800	Buy	+10	New	+$752	﹤0.01%	1040

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Montag & Associates's LOAR Position: Q4 2025 in Review

Montag & Associates sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 10 shares — an estimated $800 sold.

Montag & Associates first reported a position in LOAR in Q3 2025 and held it in 1 quarter. The position peaked at $800 in Q3 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

Montag & Associates reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 10 Loar Holdings shares in Q4 2025, an estimated $800.
Montag & Associates first reported a position in Loar Holdings in Q3 2025 and held it in 1 quarter.
Montag & Associates's Loar Holdings position peaked at $800 in Q3 2025.
241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.