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
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 – 11370
2025
Q2 		$700K Buy
+8,133
New +$704K 0.02% 3166
2025
Q1 		– Sell
-1,389
Closed -$100K – 10912
2024
Q4 		$102K Buy
+1,389
New +$114K ﹤0.01% 5163
2024
Q3 		– Sell
-125
Closed -$8.29K – 10905
2024
Q2 		$6K Buy
+125
New +$6.77K ﹤0.01% 7808

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM