Morgan Stanley
LOAR icon

Morgan Stanley’s Loar Holdings LOAR Stock Holding History

Morgan Stanley’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 		$92.8M Buy
1,151,679
+472,289
+70% +$30.1M ﹤0.01% 1632
2026
Q1 		$38.9M Sell
679,390
-5,930
-0.9% -$400K ﹤0.01% 2339
2025
Q4 		$46.6M Buy
685,320
+134,294
+24% +$9.79M ﹤0.01% 2147
2025
Q3 		$44.1M Buy
551,026
+227,601
+70% +$17.1M ﹤0.01% 2110
2025
Q2 		$27.9M Buy
323,425
+20,316
+7% +$1.76M ﹤0.01% 2480
2025
Q1 		$21.4M Sell
303,109
-559,410
-65% -$40.4M ﹤0.01% 2627
2024
Q4 		$63.7M Buy
862,519
+697,315
+422% +$57.2M ﹤0.01% 1609
2024
Q3 		$12.3M Buy
165,204
+76,556
+86% +$5.08M ﹤0.01% 3266
2024
Q2 		$4.73M Buy
+88,648
New +$4.8M ﹤0.01% 3918

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

Morgan Stanley's LOAR Position: Q2 2026 in Review

Morgan Stanley increased its Loar Holdings (LOAR) stake by 70% in Q2 2026, buying an estimated $30.1M and bringing the position to 1,151,679 shares worth $92.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Morgan Stanley first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Morgan Stanley held 1,151,679 shares of Loar Holdings worth $92.8M as of Q2 2026.
  • Morgan Stanley bought 472,289 Loar Holdings shares in Q2 2026, an estimated $30.1M.
  • Loar Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1632 holding.
  • Morgan Stanley first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.