RIA Advisory Group’s Loar Holdings LOAR Stock Holding History

RIA Advisory Group’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	–	Sell	-2,972	Closed	-$220K	–	171
2024 Q4	$220K	Buy	+2,972	New	+$244K	0.07%	127

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RIA Advisory Group's LOAR Position: Q1 2025 in Review

RIA Advisory Group sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 2,972 shares — an estimated $220K sold.

RIA Advisory Group first reported a position in LOAR in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

RIA Advisory Group reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
RIA Advisory Group sold 2,972 Loar Holdings shares in Q1 2025, an estimated $220K.
RIA Advisory Group first reported a position in Loar Holdings in Q4 2024 and held it in 1 quarter.
RIA Advisory Group's Loar Holdings position peaked at $220K in Q4 2024.
161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.