Elevation Wealth Partners
SARO icon

Elevation Wealth Partners’s StandardAero Inc SARO Stock Holding History

Elevation Wealth Partners’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
Q3 		$10.4K Buy
489
+359
+276% +$9.44K ﹤0.01% 877
2026
Q2 		$3.89K Buy
+130
New +$3.42K ﹤0.01% 1076

Other funds holding SARO

Parnassus Investments
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Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
SeaBridge Investment Advisors
SeaBridge Investment Advisors Summit, New Jersey $740M AUM 41.8% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Elevation Wealth Partners's SARO Position: Q3 2026 in Review

Elevation Wealth Partners increased its StandardAero Inc (SARO) stake by 276% in Q3 2026, buying an estimated $9.44K and bringing the position to 489 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Elevation Wealth Partners first reported a position in SARO in Q2 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold SARO as of Q3 2026.

  • Elevation Wealth Partners held 489 shares of StandardAero Inc worth $10.4K as of Q3 2026.
  • Elevation Wealth Partners bought 359 StandardAero Inc shares in Q3 2026, an estimated $9.44K.
  • StandardAero Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #877 holding.
  • Elevation Wealth Partners first reported a position in StandardAero Inc in Q2 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held StandardAero Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.