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Wealthspire Advisors (New York)’s Loar Holdings LOAR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-200
Closed -$16K – 2980
2025
Q3 		$16K Buy
+200
New +$15K ﹤0.01% 1795
2025
Q2 		– Sell
-3,878
Closed -$274K – 879
2025
Q1 		$274K Hold
3,878
– – ﹤0.01% 664
2024
Q4 		$287K Sell
3,878
-131
-3% -$10.7K ﹤0.01% 653
2024
Q3 		$299K Buy
+4,009
New +$266K ﹤0.01% 620

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wealthspire Advisors (New York)'s LOAR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 200 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in LOAR in Q3 2024 and held it in 4 quarters. The position peaked at $299K in Q3 2024. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 200 Loar Holdings shares in Q4 2025, an estimated $16K.
  • Wealthspire Advisors (New York) first reported a position in Loar Holdings in Q3 2024 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Loar Holdings position peaked at $299K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.