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Congress Wealth Management’s AerCap AER Stock Holding History

Congress Wealth Management’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
2025
Q2 		$353K Buy
3,019
+305
+11% +$33K ﹤0.01% 1017
2025
Q1 		$277K Buy
2,714
+135
+5% +$13.4K ﹤0.01% 956
2024
Q4 		$247K Sell
2,579
-42
-2% -$4.03K ﹤0.01% 807
2024
Q3 		$248K Sell
2,621
-168
-6% -$15.7K ﹤0.01% 776
2024
Q2 		$260K Buy
+2,789
New +$248K ﹤0.01% 648

Other funds holding AER

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Congress Wealth Management's AER Position: Q2 2025 in Review

Congress Wealth Management increased its AerCap (AER) stake by 11% in Q2 2025, buying an estimated $33K and bringing the position to 3,019 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Congress Wealth Management first reported a position in AER in Q2 2024 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold AER as of Q2 2025.

  • Congress Wealth Management held 3,019 shares of AerCap worth $353K as of Q2 2025.
  • Congress Wealth Management bought 305 AerCap shares in Q2 2025, an estimated $33K.
  • AerCap made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1017 holding.
  • Congress Wealth Management first reported a position in AerCap in Q2 2024 and has held it in 5 quarters since.
  • 596 funds tracked by Wall St. Rank held AerCap as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.