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Orion Portfolio Solutions’s Loar Holdings LOAR Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-2,950
Closed -$218K – 1993
2024
Q4 		$218K Sell
2,950
-688
-19% -$56.4K ﹤0.01% 1710
2024
Q3 		$271K Sell
3,638
-814
-18% -$54K ﹤0.01% 1562
2024
Q2 		$238K Buy
+4,452
New +$241K ﹤0.01% 1559

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orion Portfolio Solutions's LOAR Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 2,950 shares — an estimated $218K sold.

Orion Portfolio Solutions first reported a position in LOAR in Q2 2024 and held it in 3 quarters. The position peaked at $271K in Q3 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,950 Loar Holdings shares in Q1 2025, an estimated $218K.
  • Orion Portfolio Solutions first reported a position in Loar Holdings in Q2 2024 and held it in 3 quarters.
  • Orion Portfolio Solutions's Loar Holdings position peaked at $271K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.