AIP
RDW icon

AE Industrial Partners’s Redwire RDW Stock Holding History

AE Industrial Partners’s Portfolio RDW Stock Details RDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$286M Sell
33,614,246
-57,984,458
-63% -$568M 17.54% 2
2025
Q4 		$696M Hold
91,598,704
– – 43.34% 2
2025
Q3 		$823M Buy
91,598,704
+6,101,959
+7% +$71.4M 41.46% 2
2025
Q2 		$1.63B Buy
85,496,745
+49,765,262
+139% +$648M 92.89% 1
2025
Q1 		$440M Buy
35,731,483
+10,165
+0% +$168K 67.72% 1
2024
Q4 		$588M Buy
+35,721,318
New +$384M 56.88% 1

Other funds holding RDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AE Industrial Partners's RDW Position: Q1 2026 in Review

AE Industrial Partners reduced its Redwire (RDW) stake by 63% in Q1 2026, selling an estimated $568M and leaving 33,614,246 shares worth $286M. The position accounts for 17.54% of the portfolio, ranked #2.

AE Industrial Partners first reported a position in RDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63B in Q2 2025. 257 funds tracked by Wall St. Rank hold RDW as of Q1 2026.

  • AE Industrial Partners held 33,614,246 shares of Redwire worth $286M as of Q1 2026.
  • AE Industrial Partners sold 57,984,458 Redwire shares in Q1 2026, an estimated $568M.
  • Redwire made up 17.54% of AE Industrial Partners's portfolio in Q1 2026, its #2 holding.
  • AE Industrial Partners first reported a position in Redwire in Q4 2024 and has held it in 6 quarters since.
  • AE Industrial Partners's Redwire position peaked at $1.63B in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Redwire as of Q1 2026.

Based on AE Industrial Partners's 13F filing for Q1 2026, filed 14 May 2026.