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 Q3	$162M	Sell	2,631,612 -610,174	-19%	-$43M	1.2%	22
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

One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Wasatch Advisors's LOAR Position: Q3 2026 in Review

Wasatch Advisors reduced its Loar Holdings (LOAR) stake by 19% in Q3 2026, selling an estimated $43M and leaving 2,631,612 shares worth $162M. The position accounts for 1.2% of the portfolio, ranked #22.

Wasatch Advisors first reported a position in LOAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $261M in Q2 2026. 49 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

Wasatch Advisors held 2,631,612 shares of Loar Holdings worth $162M as of Q3 2026.
Wasatch Advisors sold 610,174 Loar Holdings shares in Q3 2026, an estimated $43M.
Loar Holdings made up 1.2% of Wasatch Advisors's portfolio in Q3 2026, its #22 holding.
Wasatch Advisors first reported a position in Loar Holdings in Q4 2024 and has held it in 8 quarters since.
Wasatch Advisors's Loar Holdings position peaked at $261M in Q2 2026.
49 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.