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Planning Strategies Inc.’s Loar Holdings LOAR Stock Holding History

Planning Strategies Inc.’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 		$7.74K Buy
+96
New +$6.12K ﹤0.01% 363

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Planning Strategies Inc.'s LOAR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Loar Holdings (LOAR) in Q2 2026: 96 shares worth $7.74K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings.

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

  • Planning Strategies Inc. held 96 shares of Loar Holdings worth $7.74K as of Q2 2026.
  • Loar Holdings was a new Planning Strategies Inc. position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #363 holding.
  • 58 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.