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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
Q1 		$401 Buy
+7
New +$472 ﹤0.01% 1661

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SHP Wealth Management's LOAR Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Loar Holdings (LOAR) in Q1 2026: 7 shares worth $401. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • SHP Wealth Management held 7 shares of Loar Holdings worth $401 as of Q1 2026.
  • Loar Holdings was a new SHP Wealth Management position in Q1 2026.
  • Loar Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1661 holding.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.