Rafferty Asset Management
LOAR icon

Rafferty Asset Management’s Loar Holdings LOAR Stock Holding History

Rafferty 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
Q2 		$536K Sell
6,646
-2,406
-27% -$153K ﹤0.01% 884
2026
Q1 		$519K Buy
9,052
+873
+11% +$58.9K ﹤0.01% 883
2025
Q4 		$556K Sell
8,179
-451
-5% -$32.9K ﹤0.01% 893
2025
Q3 		$690K Buy
8,630
+1,599
+23% +$120K ﹤0.01% 854
2025
Q2 		$606K Buy
7,031
+2,924
+71% +$253K ﹤0.01% 848
2025
Q1 		$290K Sell
4,107
-444
-10% -$32K ﹤0.01% 969
2024
Q4 		$336K Buy
4,551
+1,700
+60% +$139K ﹤0.01% 1003
2024
Q3 		$213K Buy
+2,851
New +$189K ﹤0.01% 1096

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Rafferty Asset Management's LOAR Position: Q2 2026 in Review

Rafferty Asset Management reduced its Loar Holdings (LOAR) stake by 27% in Q2 2026, selling an estimated $153K and leaving 6,646 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Rafferty Asset Management first reported a position in LOAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $690K in Q3 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Rafferty Asset Management held 6,646 shares of Loar Holdings worth $536K as of Q2 2026.
  • Rafferty Asset Management sold 2,406 Loar Holdings shares in Q2 2026, an estimated $153K.
  • Loar Holdings made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #884 holding.
  • Rafferty Asset Management first reported a position in Loar Holdings in Q3 2024 and has held it in 8 quarters since.
  • Rafferty Asset Management's Loar Holdings position peaked at $690K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.