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Morningstar Investment Management’s Loar Holdings LOAR Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-22,237
Closed -$1.78M – 482
2025
Q3 		$1.78M Buy
+22,237
New +$1.67M 0.07% 270

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morningstar Investment Management's LOAR Position: Q4 2025 in Review

Morningstar Investment Management sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 22,237 shares — an estimated $1.78M sold.

Morningstar Investment Management first reported a position in LOAR in Q3 2025 and held it in 1 quarter. The position peaked at $1.78M in Q3 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Morningstar Investment Management reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 22,237 Loar Holdings shares in Q4 2025, an estimated $1.78M.
  • Morningstar Investment Management first reported a position in Loar Holdings in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Loar Holdings position peaked at $1.78M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.