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TD Private Client Wealth’s Loar Holdings LOAR Stock Holding History

TD Private Client Wealth’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 		$3.87K Buy
48
+9
+23% +$574 ﹤0.01% 1253
2026
Q1 		$2.23K Hold
39
– – ﹤0.01% 1285
2025
Q4 		$2.65K Hold
39
– – ﹤0.01% 1234
2025
Q3 		$3.12K Hold
39
– – ﹤0.01% 1196
2025
Q2 		$3.36K Sell
39
-3
-7% -$260 ﹤0.01% 1160
2025
Q1 		$2.97K Buy
42
+26
+163% +$1.88K ﹤0.01% 1145
2024
Q4 		$1.18K Buy
+16
New +$1.31K ﹤0.01% 1243

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

TD Private Client Wealth's LOAR Position: Q2 2026 in Review

TD Private Client Wealth increased its Loar Holdings (LOAR) stake by 23% in Q2 2026, buying an estimated $574 and bringing the position to 48 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

TD Private Client Wealth first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • TD Private Client Wealth held 48 shares of Loar Holdings worth $3.87K as of Q2 2026.
  • TD Private Client Wealth bought 9 Loar Holdings shares in Q2 2026, an estimated $574.
  • Loar Holdings made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1253 holding.
  • TD Private Client Wealth first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.