PWPS
SARO

Pinnacle Wealth Planning Services’s StandardAero Inc SARO Stock Holding History

Pinnacle Wealth Planning Services’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 		$64.1K Buy
2,144
+1,987
+1,266% +$52.3K 0.01% 1117
2026
Q1 		$4.05K Buy
157
+43
+38% +$1.28K ﹤0.01% 2305
2025
Q4 		$3.27K Buy
+114
New +$3.1K ﹤0.01% 2377

Other funds holding SARO

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Planning Services's SARO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its StandardAero Inc (SARO) stake by 1,266% in Q2 2026, buying an estimated $52.3K and bringing the position to 2,144 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #1117.

Pinnacle Wealth Planning Services first reported a position in SARO in Q4 2025 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,144 shares of StandardAero Inc worth $64.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,987 StandardAero Inc shares in Q2 2026, an estimated $52.3K.
  • StandardAero Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1117 holding.
  • Pinnacle Wealth Planning Services first reported a position in StandardAero Inc in Q4 2025 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.