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Oppenheimer Asset Management’s Loar Holdings LOAR Stock Holding History

Oppenheimer Asset 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 		$4.69M Buy
58,212
+2,036
+4% +$130K 0.05% 387
2026
Q1 		$3.22M Buy
56,176
+4,171
+8% +$281K 0.04% 439
2025
Q4 		$3.54M Buy
52,005
+4,147
+9% +$302K 0.04% 376
2025
Q3 		$3.83M Buy
47,858
+13,532
+39% +$1.02M 0.04% 399
2025
Q2 		$2.96M Buy
34,326
+30,496
+796% +$2.64M 0.03% 452
2025
Q1 		$271K Buy
3,830
+778
+25% +$56.1K ﹤0.01% 995
2024
Q4 		$226K Sell
3,052
-32
-1% -$2.62K ﹤0.01% 1050
2024
Q3 		$230K Buy
+3,084
New +$205K ﹤0.01% 1063

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

Oppenheimer Asset Management's LOAR Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Loar Holdings (LOAR) stake by 3.6% in Q2 2026, buying an estimated $130K and bringing the position to 58,212 shares worth $4.69M. The position accounts for 0.05% of the portfolio, ranked #387.

Oppenheimer Asset Management first reported a position in LOAR in Q3 2024 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Oppenheimer Asset Management held 58,212 shares of Loar Holdings worth $4.69M as of Q2 2026.
  • Oppenheimer Asset Management bought 2,036 Loar Holdings shares in Q2 2026, an estimated $130K.
  • Loar Holdings made up 0.05% of Oppenheimer Asset Management's portfolio in Q2 2026, its #387 holding.
  • Oppenheimer Asset Management first reported a position in Loar Holdings in Q3 2024 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.