CCWM
SARO

Cassaday & Co Wealth Management’s StandardAero Inc SARO Stock Holding History

Cassaday & Co Wealth Management’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 		$210 Hold
7
– – ﹤0.01% 1216
2026
Q1 		$181 Buy
+7
New +$209 ﹤0.01% 1279

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

Cassaday & Co Wealth Management's SARO Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its StandardAero Inc (SARO) position steady in Q2 2026 at 7 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Cassaday & Co Wealth Management first reported a position in SARO in Q1 2026 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Cassaday & Co Wealth Management held 7 shares of StandardAero Inc worth $210 as of Q2 2026.
  • Cassaday & Co Wealth Management left its StandardAero Inc share count unchanged in Q2 2026.
  • StandardAero Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1216 holding.
  • Cassaday & Co Wealth Management first reported a position in StandardAero Inc in Q1 2026 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.