Creative Planning
SARO

Creative Planning’s StandardAero Inc SARO Stock Holding History

Creative Planning’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 		$1.97M Buy
65,800
+37,762
+135% +$993K ﹤0.01% 2101
2026
Q1 		$724K Buy
28,038
+14,335
+105% +$428K ﹤0.01% 2732
2025
Q4 		$393K Buy
13,703
+4,421
+48% +$120K ﹤0.01% 3041
2025
Q3 		$253K Buy
+9,282
New +$260K ﹤0.01% 3285

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

Creative Planning's SARO Position: Q2 2026 in Review

Creative Planning increased its StandardAero Inc (SARO) stake by 135% in Q2 2026, buying an estimated $993K and bringing the position to 65,800 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Creative Planning first reported a position in SARO in Q3 2025 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Creative Planning held 65,800 shares of StandardAero Inc worth $1.97M as of Q2 2026.
  • Creative Planning bought 37,762 StandardAero Inc shares in Q2 2026, an estimated $993K.
  • StandardAero Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2101 holding.
  • Creative Planning first reported a position in StandardAero Inc in Q3 2025 and has held it in 4 quarters since.
  • 365 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.