Ninety One North America’s AerCap AER Stock Holding History

Ninety One North America’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	$3.75M	Sell	25,726 -10,058	-28%	-$1.43M	0.18%	78
2026 Q1	$4.91M	Buy	35,784 +238	+0.7%	+$34K	0.22%	62
2025 Q4	$5.11M	Buy	+35,546	New	+$4.71M	0.21%	65
2024 Q1	–	Sell	-29,551	Closed	-$2.2M	–	63
2023 Q4	$2.2M	Buy	+29,551	New	+$1.95M	0.11%	65

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 $3.37T AUM 44.26% 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

Ninety One North America's AER Position: Q2 2026 in Review

Ninety One North America reduced its AerCap (AER) stake by 28% in Q2 2026, selling an estimated $1.43M and leaving 25,726 shares worth $3.75M. The position accounts for 0.18% of the portfolio, ranked #78.

Ninety One North America first reported a position in AER in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.11M in Q4 2025. 689 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Ninety One North America held 25,726 shares of AerCap worth $3.75M as of Q2 2026.
Ninety One North America sold 10,058 AerCap shares in Q2 2026, an estimated $1.43M.
AerCap made up 0.18% of Ninety One North America's portfolio in Q2 2026, its #78 holding.
Ninety One North America first reported a position in AerCap in Q4 2023 and has held it in 4 quarters since.
Ninety One North America's AerCap position peaked at $5.11M in Q4 2025.
689 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.