Envestnet Asset Management
SARO

Envestnet Asset Management’s StandardAero Inc SARO Stock Holding History

Envestnet Asset Management’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 		$13.3M Buy
445,861
+304,056
+214% +$8M ﹤0.01% 1733
2026
Q1 		$3.66M Buy
141,805
+42,875
+43% +$1.28M ﹤0.01% 2567
2025
Q4 		$2.84M Buy
98,930
+40,579
+70% +$1.1M ﹤0.01% 2579
2025
Q3 		$1.59M Buy
58,351
+38,147
+189% +$1.07M ﹤0.01% 3030
2025
Q2 		$639K Buy
+20,204
New +$567K ﹤0.01% 3523

Other funds holding SARO

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
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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Envestnet Asset Management's SARO Position: Q2 2026 in Review

Envestnet Asset Management increased its StandardAero Inc (SARO) stake by 214% in Q2 2026, buying an estimated $8M and bringing the position to 445,861 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Envestnet Asset Management first reported a position in SARO in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Envestnet Asset Management held 445,861 shares of StandardAero Inc worth $13.3M as of Q2 2026.
  • Envestnet Asset Management bought 304,056 StandardAero Inc shares in Q2 2026, an estimated $8M.
  • StandardAero Inc made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1733 holding.
  • Envestnet Asset Management first reported a position in StandardAero Inc in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.