SWM
SARO

Spire Wealth Management’s StandardAero Inc SARO Stock Holding History

Spire 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
2025
Q4 		– Sell
-29
Closed -$791 – 2503
2025
Q3 		$791 Hold
29
– – ﹤0.01% 2313
2025
Q2 		$918 Hold
29
– – ﹤0.01% 2294
2025
Q1 		$773 Buy
29
+2
+7% +$53 ﹤0.01% 2421
2024
Q4 		$669 Buy
+27
New +$782 ﹤0.01% 2411

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's SARO Position: Q4 2025 in Review

Spire Wealth Management sold out of StandardAero Inc (SARO) in Q4 2025, closing a stake of 29 shares — an estimated $791 sold.

Spire Wealth Management first reported a position in SARO in Q4 2024 and held it in 4 quarters. The position peaked at $918 in Q2 2025. 247 funds tracked by Wall St. Rank hold SARO as of Q4 2025.

  • Spire Wealth Management reported no remaining StandardAero Inc position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 29 StandardAero Inc shares in Q4 2025, an estimated $791.
  • Spire Wealth Management first reported a position in StandardAero Inc in Q4 2024 and held it in 4 quarters.
  • Spire Wealth Management's StandardAero Inc position peaked at $918 in Q2 2025.
  • 247 funds tracked by Wall St. Rank held StandardAero Inc as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.