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SHP Wealth Management’s Loar Holdings LOAR Stock Holding History

SHP Wealth 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 		$161 Sell
2
-5
-71% -$319 ﹤0.01% 1906
2026
Q1 		$401 Buy
+7
New +$472 ﹤0.01% 1661

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 $3.38T AUM 44.17% 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

SHP Wealth Management's LOAR Position: Q2 2026 in Review

SHP Wealth Management reduced its Loar Holdings (LOAR) stake by 71% in Q2 2026, selling an estimated $319 and leaving 2 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

SHP Wealth Management first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $401 in Q1 2026. 284 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • SHP Wealth Management held 2 shares of Loar Holdings worth $161 as of Q2 2026.
  • SHP Wealth Management sold 5 Loar Holdings shares in Q2 2026, an estimated $319.
  • Loar Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1906 holding.
  • SHP Wealth Management first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Loar Holdings position peaked at $401 in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.