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Vident Advisory’s Loar Holdings LOAR Stock Holding History

Vident Advisory’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
Q1 		– Sell
-3,810
Closed -$259K – 1947
2025
Q4 		$259K Buy
+3,810
New +$278K ﹤0.01% 1437
2025
Q3 		– Sell
-2,518
Closed -$217K – 1750
2025
Q2 		$217K Buy
+2,518
New +$218K ﹤0.01% 1470

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vident Advisory's LOAR Position: Q1 2026 in Review

Vident Advisory sold out of Loar Holdings (LOAR) in Q1 2026, closing a stake of 3,810 shares — an estimated $259K sold.

Vident Advisory first reported a position in LOAR in Q2 2025 and held it in 2 quarters. The position peaked at $259K in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Vident Advisory reported no remaining Loar Holdings position as of Q1 2026 after selling out during the quarter.
  • Vident Advisory sold 3,810 Loar Holdings shares in Q1 2026, an estimated $259K.
  • Vident Advisory first reported a position in Loar Holdings in Q2 2025 and held it in 2 quarters.
  • Vident Advisory's Loar Holdings position peaked at $259K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.