SEI Investments’s Loar Holdings LOAR Stock Holding History

SEI Investments’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	$15.3M	Sell	189,976 -24,815	-12%	-$1.58M	0.01%	920
2026 Q1	$12.3M	Buy	214,791 +11,882	+6%	+$801K	0.01%	1020
2025 Q4	$13.8M	Buy	202,909 +22,381	+12%	+$1.63M	0.01%	902
2025 Q3	$14.4M	Buy	180,528 +578	+0.3%	+$43.5K	0.02%	857
2025 Q2	$15.5M	Buy	179,950 +150,299	+507%	+$13M	0.02%	801
2025 Q1	$2.09M	Buy	29,651 +1,513	+5%	+$109K	﹤0.01%	1620
2024 Q4	$2.08M	Sell	28,138 -2,030	-7%	-$166K	﹤0.01%	1670
2024 Q3	$2.25M	Buy	30,168 +7,788	+35%	+$517K	﹤0.01%	1631
2024 Q2	$1.2M	Buy	+22,380	New	+$1.21M	﹤0.01%	1847

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SEI Investments's LOAR Position: Q2 2026 in Review

SEI Investments reduced its Loar Holdings (LOAR) stake by 12% in Q2 2026, selling an estimated $1.58M and leaving 189,976 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #920.

SEI Investments first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.5M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

SEI Investments held 189,976 shares of Loar Holdings worth $15.3M as of Q2 2026.
SEI Investments sold 24,815 Loar Holdings shares in Q2 2026, an estimated $1.58M.
Loar Holdings made up 0.01% of SEI Investments's portfolio in Q2 2026, its #920 holding.
SEI Investments first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
SEI Investments's Loar Holdings position peaked at $15.5M in Q2 2025.
283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.