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Physician Wealth Advisors’s Loar Holdings LOAR Stock Holding History

Physician Wealth Advisors’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
Q3 		– Sell
-10
Closed -$862 – 2071
2025
Q2 		$862 Buy
+10
New +$865 ﹤0.01% 1522

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Physician Wealth Advisors's LOAR Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Loar Holdings (LOAR) in Q3 2025, closing a stake of 10 shares — an estimated $862 sold.

Physician Wealth Advisors first reported a position in LOAR in Q2 2025 and held it in 1 quarter. The position peaked at $862 in Q2 2025. 229 funds tracked by Wall St. Rank hold LOAR as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Loar Holdings position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 10 Loar Holdings shares in Q3 2025, an estimated $862.
  • Physician Wealth Advisors first reported a position in Loar Holdings in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Loar Holdings position peaked at $862 in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.