Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Loar Holdings LOAR Stock Holding History

Wealth Enhancement Advisory Services’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	$265K	Buy	+3,622	New	+$231K	﹤0.01%	3320

Other funds holding LOAR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's LOAR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Loar Holdings (LOAR) in Q2 2026: 3,622 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #3320 among its holdings.

45 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Wealth Enhancement Advisory Services held 3,622 shares of Loar Holdings worth $265K as of Q2 2026.
Loar Holdings was a new Wealth Enhancement Advisory Services position in Q2 2026.
Loar Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3320 holding.
45 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.