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Planning Strategies’s Loar Holdings LOAR Stock Holding History

Planning Strategies’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 		$7.74K Buy
+96
New +$6.12K ﹤0.01% 363

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Planning Strategies's LOAR Position: Q2 2026 in Review

Planning Strategies opened a new position in Loar Holdings (LOAR) in Q2 2026: 96 shares worth $7.74K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings.

260 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Planning Strategies held 96 shares of Loar Holdings worth $7.74K as of Q2 2026.
  • Loar Holdings was a new Planning Strategies position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #363 holding.
  • 260 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.