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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
Q2 		$380K Buy
4,719
+659
+16% +$42K ﹤0.01% 1294
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 $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Waverly Advisors's LOAR Position: Q2 2026 in Review

Waverly Advisors increased its Loar Holdings (LOAR) stake by 16% in Q2 2026, buying an estimated $42K and bringing the position to 4,719 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Waverly Advisors first reported a position in LOAR in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Waverly Advisors held 4,719 shares of Loar Holdings worth $380K as of Q2 2026.
  • Waverly Advisors bought 659 Loar Holdings shares in Q2 2026, an estimated $42K.
  • Loar Holdings made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1294 holding.
  • Waverly Advisors first reported a position in Loar Holdings in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.