Diversify Advisory Services’s AerCap AER Stock Holding History

Diversify Advisory Services’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 Q1	–	Sell	-4,740	Closed	-$677K	–	222
2025 Q4	$677K	Sell	4,740 -808	-15%	-$107K	0.02%	502
2025 Q3	$727K	Sell	5,548 -3,270	-37%	-$382K	0.02%	451
2025 Q2	$1M	Buy	+8,818	New	+$953K	0.04%	328

Other funds holding AER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Diversify Advisory Services's AER Position: Q1 2026 in Review

Diversify Advisory Services sold out of AerCap (AER) in Q1 2026, closing a stake of 4,740 shares — an estimated $677K sold.

Diversify Advisory Services first reported a position in AER in Q2 2025 and held it in 3 quarters. The position peaked at $1M in Q2 2025. 664 funds tracked by Wall St. Rank hold AER as of Q1 2026.

Diversify Advisory Services reported no remaining AerCap position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 4,740 AerCap shares in Q1 2026, an estimated $677K.
Diversify Advisory Services first reported a position in AerCap in Q2 2025 and held it in 3 quarters.
Diversify Advisory Services's AerCap position peaked at $1M in Q2 2025.
664 funds tracked by Wall St. Rank held AerCap as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.