Carson Wealth (CWM LLC)
SARO

Carson Wealth (CWM LLC)’s StandardAero Inc SARO Stock Holding History

Carson Wealth (CWM 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
Q1 		$85.1K Buy
3,293
+266
+9% +$7.93K ﹤0.01% 3401
2025
Q4 		$87K Sell
3,027
-207
-6% -$5.64K ﹤0.01% 3178
2025
Q3 		$88K Buy
3,234
+1,029
+47% +$28.9K ﹤0.01% 3093
2025
Q2 		$70K Sell
2,205
-1,751
-44% -$49.1K ﹤0.01% 3015
2025
Q1 		$105K Buy
+3,956
New +$105K ﹤0.01% 2391

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s SARO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its StandardAero Inc (SARO) stake by 8.8% in Q1 2026, buying an estimated $7.93K and bringing the position to 3,293 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

Carson Wealth (CWM LLC) first reported a position in SARO in Q1 2025 and has held it in 5 quarters since. The position peaked at $105K in Q1 2025. 328 funds tracked by Wall St. Rank hold SARO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,293 shares of StandardAero Inc worth $85.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 266 StandardAero Inc shares in Q1 2026, an estimated $7.93K.
  • StandardAero Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3401 holding.
  • Carson Wealth (CWM LLC) first reported a position in StandardAero Inc in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s StandardAero Inc position peaked at $105K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held StandardAero Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.