Advisor OS’s StandardAero Inc SARO Stock Holding History

Advisor OS’s Portfolio SARO Stock Details SARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Buy	12,045 +840	+7%	+$22.1K	0.02%	401
2026 Q1	$289K	Buy	11,205 +2,005	+22%	+$59.8K	0.02%	433
2025 Q4	$264K	Buy	+9,200	New	+$251K	0.02%	411

Other funds holding SARO

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisor OS's SARO Position: Q2 2026 in Review

Advisor OS increased its StandardAero Inc (SARO) stake by 7.5% in Q2 2026, buying an estimated $22.1K and bringing the position to 12,045 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #401.

Advisor OS first reported a position in SARO in Q4 2025 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

Advisor OS held 12,045 shares of StandardAero Inc worth $360K as of Q2 2026.
Advisor OS bought 840 StandardAero Inc shares in Q2 2026, an estimated $22.1K.
StandardAero Inc made up 0.02% of Advisor OS's portfolio in Q2 2026, its #401 holding.
Advisor OS first reported a position in StandardAero Inc in Q4 2025 and has held it in 3 quarters since.
364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.