Essential Partners’s StandardAero Inc SARO Stock Holding History

Essential 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	–	Sell	-1,527	Closed	-$45.7K	–	3025
2026 Q2	$45.7K	Buy	+1,527	New	+$40.2K	0.02%	640
2025 Q4	–	Sell	-8	Closed	-$218	–	2942
2025 Q3	$218	Sell	8 -21	-72%	-$589	﹤0.01%	2387
2025 Q2	$918	Buy	+29	New	+$813	﹤0.01%	1535

Other funds holding SARO

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Essential Partners's SARO Position: Q3 2026 in Review

Essential Partners sold out of StandardAero Inc (SARO) in Q3 2026, closing a stake of 1,527 shares — an estimated $45.7K sold.

Essential Partners first reported a position in SARO in Q2 2025 and held it in 3 quarters. The position peaked at $45.7K in Q2 2026. 20 funds tracked by Wall St. Rank hold SARO as of Q3 2026.

Essential Partners reported no remaining StandardAero Inc position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 1,527 StandardAero Inc shares in Q3 2026, an estimated $45.7K.
Essential Partners first reported a position in StandardAero Inc in Q2 2025 and held it in 3 quarters.
Essential Partners's StandardAero Inc position peaked at $45.7K in Q2 2026.
20 funds tracked by Wall St. Rank held StandardAero Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.