WG
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Winton Group’s Loar Holdings LOAR Stock Holding History

Winton 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 		$1.5M Buy
+18,600
New +$1.19M 0.05% 387
2026
Q1 		– Sell
-27,000
Closed -$1.84M – 1406
2025
Q4 		$1.84M Buy
+27,000
New +$1.97M 0.06% 318
2025
Q3 		– Sell
-2,367
Closed -$204K – 1079
2025
Q2 		$204K Buy
+2,367
New +$205K 0.01% 746
2024
Q3 		– Sell
-3,838
Closed -$205K – 794
2024
Q2 		$205K Buy
+3,838
New +$208K 0.01% 533

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 $3.37T 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

Winton Group's LOAR Position: Q2 2026 in Review

Winton Group opened a new position in Loar Holdings (LOAR) in Q2 2026: 18,600 shares worth $1.5M. The stake represents 0.05% of the portfolio and ranks #387 among its holdings. This is a return to the name: Winton Group previously reported a position in LOAR as recently as Q4 2025.

Winton Group first reported a position in LOAR in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.84M in Q4 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Winton Group held 18,600 shares of Loar Holdings worth $1.5M as of Q2 2026.
  • Loar Holdings was a new Winton Group position in Q2 2026.
  • Loar Holdings made up 0.05% of Winton Group's portfolio in Q2 2026, its #387 holding.
  • Winton Group first reported a position in Loar Holdings in Q2 2024 and has held it in 4 quarters since.
  • Winton Group's Loar Holdings position peaked at $1.84M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.