Mount Yale Investment Advisors’s AerCap AER Stock Holding History

Mount Yale Investment 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	$250K	Sell	1,714 -254	-13%	-$36.1K	﹤0.01%	1058
2026 Q1	$270K	Buy	+1,968	New	+$281K	0.01%	941
2025 Q3	–	Sell	-1,112	Closed	-$130K	–	692
2025 Q2	$130K	Buy	+1,112	New	+$120K	0.01%	616
2018 Q4	–	Sell	-645	Closed	-$34K	–	323
2018 Q3	$34K	Hold	645	–	–	0.01%	676
2018 Q2	$35K	Hold	645	–	–	0.01%	696
2018 Q1	$33K	Buy	+645	New	+$33.5K	0.01%	692

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AER Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its AerCap (AER) stake by 13% in Q2 2026, selling an estimated $36.1K and leaving 1,714 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Mount Yale Investment Advisors first reported a position in AER in Q1 2018 and has held it in 6 quarters since. The position peaked at $270K in Q1 2026. 695 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Mount Yale Investment Advisors held 1,714 shares of AerCap worth $250K as of Q2 2026.
Mount Yale Investment Advisors sold 254 AerCap shares in Q2 2026, an estimated $36.1K.
AerCap made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1058 holding.
Mount Yale Investment Advisors first reported a position in AerCap in Q1 2018 and has held it in 6 quarters since.
Mount Yale Investment Advisors's AerCap position peaked at $270K in Q1 2026.
695 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.