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Occudo Quantitative Strategies’s Loar Holdings LOAR Stock Holding History

Occudo Quantitative Strategies’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
-5,307
Closed -$425K – 936
2025
Q3 		$425K Buy
5,307
+142
+3% +$10.7K 0.05% 426
2025
Q2 		$445K Buy
5,165
+133
+3% +$11.5K 0.05% 372
2025
Q1 		$332K Buy
+5,032
New +$363K 0.04% 454

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

Occudo Quantitative Strategies's LOAR Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 5,307 shares — an estimated $425K sold.

Occudo Quantitative Strategies first reported a position in LOAR in Q1 2025 and held it in 3 quarters. The position peaked at $445K in Q2 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 5,307 Loar Holdings shares in Q4 2025, an estimated $425K.
  • Occudo Quantitative Strategies first reported a position in Loar Holdings in Q1 2025 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Loar Holdings position peaked at $445K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.