Wellington Management Group
LOAR icon

Wellington Management Group’s Loar Holdings LOAR Stock Holding History

Wellington Management Group’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 		$328M Buy
4,063,339
+514,061
+14% +$32.8M 0.06% 289
2026
Q1 		$203M Buy
3,549,278
+2,465,103
+227% +$166M 0.04% 375
2025
Q4 		$73.7M Buy
1,084,175
+587,493
+118% +$42.8M 0.01% 627
2025
Q3 		$39.7M Buy
+496,682
New +$37.3M 0.01% 804
2024
Q3 		– Sell
-33,679
Closed -$1.8M – 2043
2024
Q2 		$1.8M Buy
+33,679
New +$1.82M ﹤0.01% 1546

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
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 $3.37T AUM 44.26% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group's LOAR Position: Q2 2026 in Review

Wellington Management Group increased its Loar Holdings (LOAR) stake by 14% in Q2 2026, buying an estimated $32.8M and bringing the position to 4,063,339 shares worth $328M. The position accounts for 0.06% of the portfolio, ranked #289.

Wellington Management Group first reported a position in LOAR in Q2 2024 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Wellington Management Group held 4,063,339 shares of Loar Holdings worth $328M as of Q2 2026.
  • Wellington Management Group bought 514,061 Loar Holdings shares in Q2 2026, an estimated $32.8M.
  • Loar Holdings made up 0.06% of Wellington Management Group's portfolio in Q2 2026, its #289 holding.
  • Wellington Management Group first reported a position in Loar Holdings in Q2 2024 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.