Simplex Trading
LOAR icon

Simplex Trading’s Loar Holdings LOAR Stock Holding History

Simplex Trading’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 		– Sell
-1,758
Closed -$112K – 10500
2026
Q1 		$101K Buy
1,758
+775
+79% +$52.3K ﹤0.01% 5079
2025
Q4 		$66.8K Buy
+983
New +$71.7K ﹤0.01% 5392
2025
Q3 		– Sell
-8,133
Closed -$612K – 10280
2025
Q2 		$700K Buy
+8,133
New +$704K ﹤0.01% 3166
2025
Q1 		– Sell
-1,389
Closed -$100K – 9902
2024
Q4 		$102K Buy
+1,389
New +$114K ﹤0.01% 5163
2024
Q3 		– Sell
-125
Closed -$8.29K – 9769
2024
Q2 		$6K Buy
+125
New +$6.77K ﹤0.01% 7808

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 $3.37T AUM 44.26% 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

Simplex Trading's LOAR Position: Q2 2026 in Review

Simplex Trading sold out of Loar Holdings (LOAR) in Q2 2026, closing a stake of 1,758 shares — an estimated $112K sold.

Simplex Trading first reported a position in LOAR in Q2 2024 and held it in 5 quarters. The position peaked at $700K in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Simplex Trading reported no remaining Loar Holdings position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 1,758 Loar Holdings shares in Q2 2026, an estimated $112K.
  • Simplex Trading first reported a position in Loar Holdings in Q2 2024 and held it in 5 quarters.
  • Simplex Trading's Loar Holdings position peaked at $700K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.