EWA
SARO

EverSource Wealth Advisors’s StandardAero Inc SARO Stock Holding History

EverSource Wealth Advisors’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 		$32.9K Buy
1,100
+189
+21% +$4.97K ﹤0.01% 2071
2026
Q1 		$23.5K Buy
911
+90
+11% +$2.69K ﹤0.01% 2403
2025
Q4 		$23.5K Buy
821
+229
+39% +$6.24K ﹤0.01% 2276
2025
Q3 		$16.2K Buy
592
+414
+233% +$11.6K ﹤0.01% 2513
2025
Q2 		$5.63K Buy
178
+78
+78% +$2.19K ﹤0.01% 3112
2025
Q1 		$2.66K Buy
+100
New +$2.67K ﹤0.01% 2795

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EverSource Wealth Advisors's SARO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its StandardAero Inc (SARO) stake by 21% in Q2 2026, buying an estimated $4.97K and bringing the position to 1,100 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

EverSource Wealth Advisors first reported a position in SARO in Q1 2025 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • EverSource Wealth Advisors held 1,100 shares of StandardAero Inc worth $32.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 189 StandardAero Inc shares in Q2 2026, an estimated $4.97K.
  • StandardAero Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2071 holding.
  • EverSource Wealth Advisors first reported a position in StandardAero Inc in Q1 2025 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.