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Charter Oak Advisors’s AerCap AER Stock Holding History

Charter Oak Advisors’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 		$20.1M Buy
137,968
+37,542
+37% +$5.33M 11.07% 4
2026
Q1 		$13.8M Buy
+100,426
New +$14.4M 8.35% 6

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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
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

Charter Oak Advisors's AER Position: Q2 2026 in Review

Charter Oak Advisors increased its AerCap (AER) stake by 37% in Q2 2026, buying an estimated $5.33M and bringing the position to 137,968 shares worth $20.1M. The position accounts for 11.07% of the portfolio, ranked #4.

Charter Oak Advisors first reported a position in AER in Q1 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Charter Oak Advisors held 137,968 shares of AerCap worth $20.1M as of Q2 2026.
  • Charter Oak Advisors bought 37,542 AerCap shares in Q2 2026, an estimated $5.33M.
  • AerCap made up 11.07% of Charter Oak Advisors's portfolio in Q2 2026, its #4 holding.
  • Charter Oak Advisors first reported a position in AerCap in Q1 2026 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Charter Oak Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.