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Wasatch Advisors’s Loar Holdings LOAR Stock Holding History

Wasatch Advisors’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 		$261M Sell
3,241,786
-267,228
-8% -$17M 1.71% 12
2026
Q1 		$201M Buy
3,509,014
+444,049
+14% +$29.9M 1.34% 24
2025
Q4 		$208M Buy
3,064,965
+452,646
+17% +$33M 1.24% 25
2025
Q3 		$209M Sell
2,612,319
-12,330
-0.5% -$927K 1.12% 27
2025
Q2 		$226M Buy
2,624,649
+1,953,148
+291% +$169M 1.18% 26
2025
Q1 		$47.4M Buy
671,501
+125,612
+23% +$9.06M 0.26% 88
2024
Q4 		$40.3M Buy
+545,889
New +$44.7M 0.2% 104

Other funds holding LOAR

OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wasatch Advisors's LOAR Position: Q2 2026 in Review

Wasatch Advisors reduced its Loar Holdings (LOAR) stake by 7.6% in Q2 2026, selling an estimated $17M and leaving 3,241,786 shares worth $261M. The position accounts for 1.71% of the portfolio, ranked #12.

Wasatch Advisors first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Wasatch Advisors held 3,241,786 shares of Loar Holdings worth $261M as of Q2 2026.
  • Wasatch Advisors sold 267,228 Loar Holdings shares in Q2 2026, an estimated $17M.
  • Loar Holdings made up 1.71% of Wasatch Advisors's portfolio in Q2 2026, its #12 holding.
  • Wasatch Advisors first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • 38 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.