TWD
LOAR icon

True Wealth Design’s Loar Holdings LOAR Stock Holding History

True Wealth Design’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 		$887 Buy
+11
New +$701 ﹤0.01% 2030
2026
Q1 		– Sell
-12
Closed -$816 – 2831
2025
Q4 		$816 Sell
12
-3
-20% -$219 ﹤0.01% 1783
2025
Q3 		$1.2K Hold
15
– – ﹤0.01% 1694
2025
Q2 		$1.29K Hold
15
– – ﹤0.01% 1362
2025
Q1 		$1.06K Buy
+15
New +$1.08K ﹤0.01% 1248

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

True Wealth Design's LOAR Position: Q2 2026 in Review

True Wealth Design opened a new position in Loar Holdings (LOAR) in Q2 2026: 11 shares worth $887. The stake represents ﹤0.01% of the portfolio and ranks #2030 among its holdings. This is a return to the name: True Wealth Design previously reported a position in LOAR as recently as Q4 2025.

True Wealth Design first reported a position in LOAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.29K in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • True Wealth Design held 11 shares of Loar Holdings worth $887 as of Q2 2026.
  • Loar Holdings was a new True Wealth Design position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2030 holding.
  • True Wealth Design first reported a position in Loar Holdings in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Loar Holdings position peaked at $1.29K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.