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Venturi Wealth Management’s Loar Holdings LOAR Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-60
Closed -$4.43K – 1898
2024
Q4 		$4.43K Hold
60
– – ﹤0.01% 1719
2024
Q3 		$4.48K Buy
+60
New +$3.98K ﹤0.01% 1475

Other funds holding LOAR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Venturi Wealth Management's LOAR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 60 shares — an estimated $4.43K sold.

Venturi Wealth Management first reported a position in LOAR in Q3 2024 and held it in 2 quarters. The position peaked at $4.48K in Q3 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 60 Loar Holdings shares in Q1 2025, an estimated $4.43K.
  • Venturi Wealth Management first reported a position in Loar Holdings in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Loar Holdings position peaked at $4.48K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.