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Rakuten Investment Management’s Loar Holdings LOAR Stock Holding History

Rakuten Investment 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
2025
Q1 		$16K Buy
+243
New +$17.5K ﹤0.01% 679
2024
Q3 		$18.1K Hold
243
– – ﹤0.01% 525
2024
Q2 		$13.5K Buy
+243
New +$13.2K ﹤0.01% 533

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

Rakuten Investment Management's LOAR Position: Q1 2025 in Review

Rakuten Investment Management opened a new position in Loar Holdings (LOAR) in Q1 2025: 243 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Rakuten Investment Management previously reported a position in LOAR as recently as Q3 2024.

Rakuten Investment Management first reported a position in LOAR in Q2 2024 and has held it in 3 quarters since. The position peaked at $18.1K in Q3 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

  • Rakuten Investment Management held 243 shares of Loar Holdings worth $16K as of Q1 2025.
  • Loar Holdings was a new Rakuten Investment Management position in Q1 2025.
  • Loar Holdings made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2025, its #679 holding.
  • Rakuten Investment Management first reported a position in Loar Holdings in Q2 2024 and has held it in 3 quarters since.
  • Rakuten Investment Management's Loar Holdings position peaked at $18.1K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Rakuten Investment Management's 13F filing for Q1 2025, filed 15 May 2025.