Abound Wealth Management’s AAR Corp AIR Stock Holding History

Abound Wealth Management’s Portfolio AIR Stock Details AIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286	Hold	2	–	–	﹤0.01%	1044
2026 Q1	$219	Hold	2	–	–	﹤0.01%	1209
2025 Q4	$166	Hold	2	–	–	﹤0.01%	1251
2025 Q3	$180	Hold	2	–	–	﹤0.01%	1152
2025 Q2	$138	Sell	2 -434	-100%	-$26K	﹤0.01%	1163
2025 Q1	$24.4K	Buy	436 +433	+14,433%	+$28.8K	0.01%	268
2024 Q4	$184	Hold	3	–	–	﹤0.01%	1103
2024 Q3	$197	Sell	3 -3	-50%	-$198	﹤0.01%	1172
2024 Q2	$437	Hold	6	–	–	﹤0.01%	865
2024 Q1	$360	Buy	+6	New	+$374	﹤0.01%	1044

Other funds holding AIR

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return