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 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 $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

DSC

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

Mount Yale Investment Advisors's AER Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in AerCap (AER) in Q1 2026: 1,968 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #941 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AER as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in AER in Q1 2018 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold AER as of Q1 2026.

Mount Yale Investment Advisors held 1,968 shares of AerCap worth $270K as of Q1 2026.
AerCap was a new Mount Yale Investment Advisors position in Q1 2026.
AerCap made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #941 holding.
Mount Yale Investment Advisors first reported a position in AerCap in Q1 2018 and has held it in 5 quarters since.
664 funds tracked by Wall St. Rank held AerCap as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.