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 		$189K Buy
3,300
+2,200
+200% +$148K ﹤0.01% 4371
2025
Q4 		$74.8K Sell
1,100
-1,600
-59% -$117K ﹤0.01% 5280
2025
Q3 		$216K Sell
2,700
-1,700
-39% -$128K ﹤0.01% 4859
2025
Q2 		$379K Buy
4,400
+3,400
+340% +$294K ﹤0.01% 3804
2025
Q1 		$70K Sell
1,000
-400
-29% -$28.9K ﹤0.01% 5454
2024
Q4 		$103K Buy
+1,400
New +$115K ﹤0.01% 5153
2024
Q3 		– Sell
-7,000
Closed -$373K – 9770
2024
Q2 		$373K Buy
+7,000
New +$379K ﹤0.01% 3975

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 $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Simplex Trading's LOAR Position: Q1 2026 in Review

Simplex Trading increased its Loar Holdings (LOAR) stake by 79% in Q1 2026, buying an estimated $52.3K and bringing the position to 1,758 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #5079.

Simplex Trading first reported a position in LOAR in Q2 2024 and has held it in 5 quarters since. The position peaked at $700K in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Simplex Trading held 1,758 shares of Loar Holdings worth $101K as of Q1 2026.
  • Simplex Trading bought 775 Loar Holdings shares in Q1 2026, an estimated $52.3K.
  • Loar Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5079 holding.
  • Simplex Trading first reported a position in Loar Holdings in Q2 2024 and has held it in 5 quarters since.
  • Simplex Trading's Loar Holdings position peaked at $700K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.