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Sandia Investment Management’s Loar Holdings LOAR Stock Holding History

Sandia 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
Q4 		$158K Sell
2,321
-5,169
-69% -$377K 0.39% 86
2025
Q3 		$599K Sell
7,490
-4,177
-36% -$314K 1.79% 10
2025
Q2 		$1.01M Buy
+11,667
New +$1.01M 2.58% 8

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sandia Investment Management's LOAR Position: Q4 2025 in Review

Sandia Investment Management reduced its Loar Holdings (LOAR) stake by 69% in Q4 2025, selling an estimated $377K and leaving 2,321 shares worth $158K. The position accounts for 0.39% of the portfolio, ranked #86.

Sandia Investment Management first reported a position in LOAR in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q2 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Sandia Investment Management held 2,321 shares of Loar Holdings worth $158K as of Q4 2025.
  • Sandia Investment Management sold 5,169 Loar Holdings shares in Q4 2025, an estimated $377K.
  • Loar Holdings made up 0.39% of Sandia Investment Management's portfolio in Q4 2025, its #86 holding.
  • Sandia Investment Management first reported a position in Loar Holdings in Q2 2025 and has held it in 3 quarters since.
  • Sandia Investment Management's Loar Holdings position peaked at $1.01M in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.