True Wealth Design’s StandardAero Inc SARO Stock Holding History

True Wealth Design’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 Q2	–	Sell	-6	Closed	-$160	–	2861
2025 Q1	$160	Buy	+6	New	+$160	﹤0.01%	2040

Other funds holding SARO

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

True Wealth Design's SARO Position: Q2 2025 in Review

True Wealth Design sold out of StandardAero Inc (SARO) in Q2 2025, closing a stake of 6 shares — an estimated $160 sold.

True Wealth Design first reported a position in SARO in Q1 2025 and held it in 1 quarter. The position peaked at $160 in Q1 2025. 225 funds tracked by Wall St. Rank hold SARO as of Q2 2025.

True Wealth Design reported no remaining StandardAero Inc position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 6 StandardAero Inc shares in Q2 2025, an estimated $160.
True Wealth Design first reported a position in StandardAero Inc in Q1 2025 and held it in 1 quarter.
True Wealth Design's StandardAero Inc position peaked at $160 in Q1 2025.
225 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.