WA
LOAR icon

Waverly Advisors’s Loar Holdings LOAR Stock Holding History

Waverly 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
Q1 		$233K Hold
4,060
– – ﹤0.01% 1432
2025
Q4 		$276K Buy
+4,060
New +$296K ﹤0.01% 1252

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

Waverly Advisors's LOAR Position: Q1 2026 in Review

Waverly Advisors held its Loar Holdings (LOAR) position steady in Q1 2026 at 4,060 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Waverly Advisors first reported a position in LOAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Waverly Advisors held 4,060 shares of Loar Holdings worth $233K as of Q1 2026.
  • Waverly Advisors left its Loar Holdings share count unchanged in Q1 2026.
  • Loar Holdings made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1432 holding.
  • Waverly Advisors first reported a position in Loar Holdings in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Loar Holdings position peaked at $276K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.