UBS AM
LOAR icon

UBS AM’s Loar Holdings LOAR Stock Holding History

UBS AM’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 		$4.46M Sell
55,297
-3,799
-6% -$242K ﹤0.01% 1662
2026
Q1 		$3.39M Buy
59,096
+2,012
+4% +$136K ﹤0.01% 1773
2025
Q4 		$3.88M Buy
57,084
+1,789
+3% +$130K ﹤0.01% 1589
2025
Q3 		$4.42M Sell
55,295
-39,555
-42% -$2.97M ﹤0.01% 1433
2025
Q2 		$8.17M Buy
94,850
+75,410
+388% +$6.53M ﹤0.01% 1459
2025
Q1 		$1.37M Buy
+19,440
New +$1.4M ﹤0.01% 2174
2024
Q3 		– Sell
-42,600
Closed -$2.28M – 2873
2024
Q2 		$2.28M Buy
+42,600
New +$2.31M ﹤0.01% 1931

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

UBS AM's LOAR Position: Q2 2026 in Review

UBS AM reduced its Loar Holdings (LOAR) stake by 6.4% in Q2 2026, selling an estimated $242K and leaving 55,297 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

UBS AM first reported a position in LOAR in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.17M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • UBS AM held 55,297 shares of Loar Holdings worth $4.46M as of Q2 2026.
  • UBS AM sold 3,799 Loar Holdings shares in Q2 2026, an estimated $242K.
  • Loar Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1662 holding.
  • UBS AM first reported a position in Loar Holdings in Q2 2024 and has held it in 7 quarters since.
  • UBS AM's Loar Holdings position peaked at $8.17M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.