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
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 $10.6B AUM 11.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's SARO Position: Q1 2026 in Review

Creative Planning increased its StandardAero Inc (SARO) stake by 105% in Q1 2026, buying an estimated $428K and bringing the position to 28,038 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Creative Planning first reported a position in SARO in Q3 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold SARO as of Q1 2026.

  • Creative Planning held 28,038 shares of StandardAero Inc worth $724K as of Q1 2026.
  • Creative Planning bought 14,335 StandardAero Inc shares in Q1 2026, an estimated $428K.
  • StandardAero Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2732 holding.
  • Creative Planning first reported a position in StandardAero Inc in Q3 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held StandardAero Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.