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Planning Directions’s Loar Holdings LOAR Stock Holding History

Planning Directions’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 		$205K Buy
+3,572
New +$241K 0.1% 103

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 $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Planning Directions's LOAR Position: Q1 2026 in Review

Planning Directions opened a new position in Loar Holdings (LOAR) in Q1 2026: 3,572 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #103 among its holdings.

248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Planning Directions held 3,572 shares of Loar Holdings worth $205K as of Q1 2026.
  • Loar Holdings was a new Planning Directions position in Q1 2026.
  • Loar Holdings made up 0.1% of Planning Directions's portfolio in Q1 2026, its #103 holding.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.