Beverly Hills Private Wealth’s AerCap AER Stock Holding History

Beverly Hills Private Wealth’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.15M	Sell	28,488 -2,024	-7%	-$287K	0.79%	38
2026 Q1	$4.19M	Buy	30,512 +2,778	+10%	+$397K	0.7%	39
2025 Q4	$3.99M	Sell	27,734 -779	-3%	-$103K	0.68%	37
2025 Q3	$3.45M	Buy	28,513 +1,501	+6%	+$175K	0.61%	44
2025 Q2	$3.16M	Buy	27,012 +3,809	+16%	+$412K	0.59%	45
2025 Q1	$2.37M	Buy	23,203 +4,563	+24%	+$452K	0.47%	58
2024 Q4	$1.78M	Buy	18,640 +1,947	+12%	+$187K	0.36%	79
2024 Q3	$1.58M	Buy	16,693 +5,424	+48%	+$508K	0.32%	89
2024 Q2	$1.05M	Buy	11,269 +3,791	+51%	+$338K	0.23%	112
2024 Q1	$650K	Buy	7,478 +4,174	+126%	+$328K	0.15%	153
2023 Q4	$246K	Buy	+3,304	New	+$218K	0.06%	286

Other funds holding AER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Beverly Hills Private Wealth's AER Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its AerCap (AER) stake by 6.6% in Q2 2026, selling an estimated $287K and leaving 28,488 shares worth $4.15M. The position accounts for 0.79% of the portfolio, ranked #38.

Beverly Hills Private Wealth first reported a position in AER in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.19M in Q1 2026. 691 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Beverly Hills Private Wealth held 28,488 shares of AerCap worth $4.15M as of Q2 2026.
Beverly Hills Private Wealth sold 2,024 AerCap shares in Q2 2026, an estimated $287K.
AerCap made up 0.79% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #38 holding.
Beverly Hills Private Wealth first reported a position in AerCap in Q4 2023 and has held it in 11 quarters since.
Beverly Hills Private Wealth's AerCap position peaked at $4.19M in Q1 2026.
691 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.