Clearstead Trust’s StandardAero Inc SARO Stock Holding History

Clearstead Trust’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	$1.29K	Sell	43 -63	-59%	-$1.66K	﹤0.01%	919
2026 Q1	$2.74K	Sell	106 -4	-4%	-$119	﹤0.01%	848
2025 Q4	$3.15K	Buy	+110	New	+$3K	﹤0.01%	844
2025 Q3	–	Sell	-56	Closed	-$1.77K	–	1574
2025 Q2	$1.77K	Sell	56 -83	-60%	-$2.33K	﹤0.01%	987
2025 Q1	$3.7K	Buy	+139	New	+$3.71K	﹤0.01%	672

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

Clearstead Trust's SARO Position: Q2 2026 in Review

Clearstead Trust reduced its StandardAero Inc (SARO) stake by 59% in Q2 2026, selling an estimated $1.66K and leaving 43 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Clearstead Trust first reported a position in SARO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.7K in Q1 2025. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

Clearstead Trust held 43 shares of StandardAero Inc worth $1.29K as of Q2 2026.
Clearstead Trust sold 63 StandardAero Inc shares in Q2 2026, an estimated $1.66K.
StandardAero Inc made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #919 holding.
Clearstead Trust first reported a position in StandardAero Inc in Q1 2025 and has held it in 5 quarters since.
Clearstead Trust's StandardAero Inc position peaked at $3.7K in Q1 2025.
364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

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