SWM
SARO

SHP Wealth Management’s StandardAero Inc SARO Stock Holding History

SHP Wealth Management’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 		$718 Buy
24
+1
+4% +$26 ﹤0.01% 1689
2026
Q1 		$594 Sell
23
-42
-65% -$1.25K ﹤0.01% 1588
2025
Q4 		$1.86K Buy
+65
New +$1.77K ﹤0.01% 1147

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SARO Position: Q2 2026 in Review

SHP Wealth Management increased its StandardAero Inc (SARO) stake by 4.3% in Q2 2026, buying an estimated $26 and bringing the position to 24 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

SHP Wealth Management first reported a position in SARO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86K in Q4 2025. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • SHP Wealth Management held 24 shares of StandardAero Inc worth $718 as of Q2 2026.
  • SHP Wealth Management bought 1 StandardAero Inc share in Q2 2026, an estimated $26.
  • StandardAero Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1689 holding.
  • SHP Wealth Management first reported a position in StandardAero Inc in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's StandardAero Inc position peaked at $1.86K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.