BWL
SARO

Bogart Wealth LLC’s StandardAero Inc SARO Stock Holding History

Bogart Wealth LLC’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 		$4.64K Buy
+155
New +$4.08K ﹤0.01% 1223
2026
Q1 		– Sell
-38
Closed -$1.09K – 1909
2025
Q4 		$1.09K Buy
38
+19
+100% +$517 ﹤0.01% 1302
2025
Q3 		$519 Hold
19
– – ﹤0.01% 1421
2025
Q2 		$601 Buy
+19
New +$533 ﹤0.01% 1300

Other funds holding SARO

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's SARO Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in StandardAero Inc (SARO) in Q2 2026: 155 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in SARO as recently as Q4 2025.

Bogart Wealth LLC first reported a position in SARO in Q2 2025 and has held it in 4 quarters since. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Bogart Wealth LLC held 155 shares of StandardAero Inc worth $4.64K as of Q2 2026.
  • StandardAero Inc was a new Bogart Wealth LLC position in Q2 2026.
  • StandardAero Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1223 holding.
  • Bogart Wealth LLC first reported a position in StandardAero Inc in Q2 2025 and has held it in 4 quarters since.
  • 364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.