Root Financial Partners’s StandardAero Inc SARO Stock Holding History

Root Financial 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 Q2	–	Sell	-2	Closed	-$52	–	3363
2026 Q1	$52	Hold	2	–	–	﹤0.01%	3374
2025 Q4	$57	Buy	+2	New	+$54	﹤0.01%	2371

Other funds holding SARO

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's SARO Position: Q2 2026 in Review

Root Financial Partners sold out of StandardAero Inc (SARO) in Q2 2026, closing a stake of 2 shares — an estimated $52 sold.

Root Financial Partners first reported a position in SARO in Q4 2025 and held it in 2 quarters. The position peaked at $57 in Q4 2025. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

Root Financial Partners reported no remaining StandardAero Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 StandardAero Inc shares in Q2 2026, an estimated $52.
Root Financial Partners first reported a position in StandardAero Inc in Q4 2025 and held it in 2 quarters.
Root Financial Partners's StandardAero Inc position peaked at $57 in Q4 2025.
364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.