Planning Strategies Inc.’s StandardAero Inc SARO Stock Holding History

Planning Strategies Inc.’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	New	+$631	﹤0.01%	798

Other funds holding SARO

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Strategies Inc.'s SARO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in StandardAero Inc (SARO) in Q2 2026: 24 shares worth $718. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

82 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

Planning Strategies Inc. held 24 shares of StandardAero Inc worth $718 as of Q2 2026.
StandardAero Inc was a new Planning Strategies Inc. position in Q2 2026.
StandardAero Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #798 holding.
82 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.