Steward Partners Investment Advisory’s Loar Holdings LOAR Stock Holding History

Steward Partners Investment Advisory’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	-79	Closed	-$4.53K	–	4890
2026 Q1	$4.53K	Sell	79 -235	-75%	-$15.8K	﹤0.01%	3831
2025 Q4	$21.4K	Hold	314	–	–	﹤0.01%	3115
2025 Q3	$25.1K	Buy	314 +300	+2,143%	+$22.6K	﹤0.01%	2978
2025 Q2	$1.21K	Sell	14 -12	-46%	-$1.04K	﹤0.01%	3829
2025 Q1	$1.84K	Buy	26 +6	+30%	+$433	﹤0.01%	3659
2024 Q4	$1.48K	Buy	+20	New	+$1.64K	﹤0.01%	3700

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

Steward Partners Investment Advisory's LOAR Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Loar Holdings (LOAR) in Q2 2026, closing a stake of 79 shares — an estimated $4.53K sold.

Steward Partners Investment Advisory first reported a position in LOAR in Q4 2024 and held it in 6 quarters. The position peaked at $25.1K in Q3 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Loar Holdings position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 79 Loar Holdings shares in Q2 2026, an estimated $4.53K.
Steward Partners Investment Advisory first reported a position in Loar Holdings in Q4 2024 and held it in 6 quarters.
Steward Partners Investment Advisory's Loar Holdings position peaked at $25.1K in Q3 2025.
283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.