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Smartleaf Asset Management’s Loar Holdings LOAR Stock Holding History

Smartleaf 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
2025
Q2 		– Sell
-4
Closed -$263 – 2996
2025
Q1 		$263 Hold
4
– – ﹤0.01% 2767
2024
Q4 		$297 Buy
+4
New +$328 ﹤0.01% 2840

Other funds holding LOAR

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Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Smartleaf Asset Management's LOAR Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Loar Holdings (LOAR) in Q2 2025, closing a stake of 4 shares — an estimated $263 sold.

Smartleaf Asset Management first reported a position in LOAR in Q4 2024 and held it in 2 quarters. The position peaked at $297 in Q4 2024. 253 funds tracked by Wall St. Rank hold LOAR as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Loar Holdings position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 4 Loar Holdings shares in Q2 2025, an estimated $263.
  • Smartleaf Asset Management first reported a position in Loar Holdings in Q4 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's Loar Holdings position peaked at $297 in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.