PWMG
SARO

Private Wealth Management Group’s StandardAero Inc SARO Stock Holding History

Private Wealth Management Group’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 		$1.29K Hold
43
– – ﹤0.01% 1252
2026
Q1 		$1.11K Sell
43
-15
-26% -$447 ﹤0.01% 1230
2025
Q4 		$1.66K Hold
58
– – ﹤0.01% 1146
2025
Q3 		$1.58K Hold
58
– – ﹤0.01% 1180
2025
Q2 		$1.84K Hold
58
– – ﹤0.01% 1111
2025
Q1 		$1.55K Buy
+58
New +$1.55K ﹤0.01% 1143

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

Private Wealth Management Group's SARO Position: Q2 2026 in Review

Private Wealth Management Group held its StandardAero Inc (SARO) position steady in Q2 2026 at 43 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Private Wealth Management Group first reported a position in SARO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84K in Q2 2025. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Private Wealth Management Group held 43 shares of StandardAero Inc worth $1.29K as of Q2 2026.
  • Private Wealth Management Group left its StandardAero Inc share count unchanged in Q2 2026.
  • StandardAero Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1252 holding.
  • Private Wealth Management Group first reported a position in StandardAero Inc in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Management Group's StandardAero Inc position peaked at $1.84K in Q2 2025.
  • 364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.