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
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 $865B AUM 30.76% 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 $59.7B AUM 29.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SHP Wealth Management's SARO Position: Q1 2026 in Review

SHP Wealth Management reduced its StandardAero Inc (SARO) stake by 65% in Q1 2026, selling an estimated $1.25K and leaving 23 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

SHP Wealth Management first reported a position in SARO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.86K in Q4 2025. 326 funds tracked by Wall St. Rank hold SARO as of Q1 2026.

  • SHP Wealth Management held 23 shares of StandardAero Inc worth $594 as of Q1 2026.
  • SHP Wealth Management sold 42 StandardAero Inc shares in Q1 2026, an estimated $1.25K.
  • StandardAero Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1588 holding.
  • SHP Wealth Management first reported a position in StandardAero Inc in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's StandardAero Inc position peaked at $1.86K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held StandardAero Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.