CA
SARO

Clearstead Advisors’s StandardAero Inc SARO Stock Holding History

Clearstead Advisors’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 		$1.65K Buy
55
+20
+57% +$526 ﹤0.01% 2542
2026
Q1 		$905 Sell
35
-6
-15% -$179 ﹤0.01% 2060
2025
Q4 		$1.18K Sell
41
-175
-81% -$4.76K ﹤0.01% 2211
2025
Q3 		$5.89K Buy
216
+73
+51% +$2.05K ﹤0.01% 2093
2025
Q2 		$4.53K Buy
143
+124
+653% +$3.48K ﹤0.01% 2134
2025
Q1 		$507 Buy
+19
New +$507 ﹤0.01% 2071

Other funds holding SARO

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Clearstead Advisors's SARO Position: Q2 2026 in Review

Clearstead Advisors increased its StandardAero Inc (SARO) stake by 57% in Q2 2026, buying an estimated $526 and bringing the position to 55 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Clearstead Advisors first reported a position in SARO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.89K in Q3 2025. 161 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Clearstead Advisors held 55 shares of StandardAero Inc worth $1.65K as of Q2 2026.
  • Clearstead Advisors bought 20 StandardAero Inc shares in Q2 2026, an estimated $526.
  • StandardAero Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2542 holding.
  • Clearstead Advisors first reported a position in StandardAero Inc in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's StandardAero Inc position peaked at $5.89K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.