OAM
LOAR icon

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
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 $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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM