Silvercrest Asset Management’s Loar Holdings LOAR Stock Holding History

Silvercrest Asset 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	$25.2M	Sell	312,799 -26,619	-8%	-$1.7M	0.17%	173
2026 Q1	$19.4M	Buy	339,418 +47,709	+16%	+$3.22M	0.14%	192
2025 Q4	$19.8M	Sell	291,709 -25,602	-8%	-$1.87M	0.14%	205
2025 Q3	$25.4M	Buy	317,311 +43,848	+16%	+$3.3M	0.17%	165
2025 Q2	$23.6M	Sell	273,463 -3,135	-1%	-$271K	0.16%	179
2025 Q1	$19.5M	Buy	276,598 +238,847	+633%	+$17.2M	0.14%	187
2024 Q4	$2.79M	Buy	37,751 +1,100	+3%	+$90.2K	0.02%	490
2024 Q3	$2.73M	Buy	36,651 +890	+2%	+$59.1K	0.02%	456
2024 Q2	$1.91M	Buy	+35,761	New	+$1.94M	0.01%	525

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

Silvercrest Asset Management's LOAR Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Loar Holdings (LOAR) stake by 7.8% in Q2 2026, selling an estimated $1.7M and leaving 312,799 shares worth $25.2M. The position accounts for 0.17% of the portfolio, ranked #173.

Silvercrest Asset Management first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.4M in Q3 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Silvercrest Asset Management held 312,799 shares of Loar Holdings worth $25.2M as of Q2 2026.
Silvercrest Asset Management sold 26,619 Loar Holdings shares in Q2 2026, an estimated $1.7M.
Loar Holdings made up 0.17% of Silvercrest Asset Management's portfolio in Q2 2026, its #173 holding.
Silvercrest Asset Management first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
Silvercrest Asset Management's Loar Holdings position peaked at $25.4M in Q3 2025.
283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.