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Integrated Wealth Concepts’s AerCap AER Stock Holding History

Integrated Wealth Concepts’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 		$549K Sell
3,764
-502
-12% -$71.3K ﹤0.01% 1601
2026
Q1 		$585K Buy
4,266
+2,627
+160% +$376K ﹤0.01% 1444
2025
Q4 		$236K Sell
1,639
-1,296
-44% -$172K ﹤0.01% 1437
2025
Q3 		$355K Buy
2,935
+133
+5% +$15.5K ﹤0.01% 1540
2025
Q2 		$328K Buy
2,802
+153
+6% +$16.5K ﹤0.01% 1503
2025
Q1 		$271K Buy
2,649
+423
+19% +$41.9K ﹤0.01% 1464
2024
Q4 		$213K Buy
+2,226
New +$214K ﹤0.01% 1572

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's AER Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its AerCap (AER) stake by 12% in Q2 2026, selling an estimated $71.3K and leaving 3,764 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Integrated Wealth Concepts first reported a position in AER in Q4 2024 and has held it in 7 quarters since. The position peaked at $585K in Q1 2026. 695 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Integrated Wealth Concepts held 3,764 shares of AerCap worth $549K as of Q2 2026.
  • Integrated Wealth Concepts sold 502 AerCap shares in Q2 2026, an estimated $71.3K.
  • AerCap made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1601 holding.
  • Integrated Wealth Concepts first reported a position in AerCap in Q4 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's AerCap position peaked at $585K in Q1 2026.
  • 695 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.