MV Capital Management’s Loar Holdings LOAR Stock Holding History

MV Capital 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
2026 Q2	$1.13K	Buy	+14	New	+$892	﹤0.01%	889
2025 Q4	–	Sell	-1	Closed	-$80	–	1222
2025 Q3	$80	Hold	1	–	–	﹤0.01%	1026
2025 Q2	$87	Hold	1	–	–	﹤0.01%	1018
2025 Q1	$71	Buy	+1	New	+$72	﹤0.01%	1003

Other funds holding LOAR

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

OAP

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

MV Capital Management's LOAR Position: Q2 2026 in Review

MV Capital Management opened a new position in Loar Holdings (LOAR) in Q2 2026: 14 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: MV Capital Management previously reported a position in LOAR as recently as Q3 2025.

MV Capital Management first reported a position in LOAR in Q1 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

MV Capital Management held 14 shares of Loar Holdings worth $1.13K as of Q2 2026.
Loar Holdings was a new MV Capital Management position in Q2 2026.
Loar Holdings made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #889 holding.
MV Capital Management first reported a position in Loar Holdings in Q1 2025 and has held it in 4 quarters since.
83 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.