Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Loar Holdings LOAR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.15M Buy
14,270
+350
+3% +$22.3K ﹤0.01% 1510
2026
Q1 		$797K Buy
+13,920
New +$939K ﹤0.01% 1588
2025
Q3 		– Sell
-52,131
Closed -$4.49M – 2175
2025
Q2 		$4.49M Buy
52,131
+11,695
+29% +$1.01M 0.01% 872
2025
Q1 		$2.86M Buy
40,436
+139
+0.3% +$10K 0.01% 1025
2024
Q4 		$2.98M Buy
+40,297
New +$3.3M 0.01% 832

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

Universal-Beteiligungs- und Servicegesellschaft's LOAR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Loar Holdings (LOAR) stake by 2.5% in Q2 2026, buying an estimated $22.3K and bringing the position to 14,270 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LOAR in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.49M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 14,270 shares of Loar Holdings worth $1.15M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 350 Loar Holdings shares in Q2 2026, an estimated $22.3K.
  • Loar Holdings made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1510 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Loar Holdings in Q4 2024 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Loar Holdings position peaked at $4.49M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.