Ninety One (UK)
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Ninety One (UK)’s AerCap AER Stock Holding History

Ninety One (UK)’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 		$296M Sell
2,032,019
-778,309
-28% -$111M 0.66% 45
2026
Q1 		$386M Buy
2,810,328
+6,325
+0.2% +$905K 0.89% 34
2025
Q4 		$403M Buy
2,804,003
+31,794
+1% +$4.21M 0.86% 38
2025
Q3 		$335M Sell
2,772,209
-22,716
-0.8% -$2.65M 0.72% 41
2025
Q2 		$327M Buy
2,794,925
+864,348
+45% +$93.5M 0.77% 38
2025
Q1 		$197M Sell
1,930,577
-619,773
-24% -$61.3M 0.55% 49
2024
Q4 		$244M Buy
2,550,350
+167,830
+7% +$16.1M 0.65% 42
2024
Q3 		$226M Sell
2,382,520
-324,675
-12% -$30.4M 0.6% 44
2024
Q2 		$252M Sell
2,707,195
-166,877
-6% -$14.9M 0.7% 39
2024
Q1 		$250M Buy
2,874,072
+448,470
+18% +$35.2M 0.7% 39
2023
Q4 		$180M Buy
2,425,602
+1,168,628
+93% +$77.2M 0.54% 50
2023
Q3 		$78.8M Sell
1,256,974
-244,450
-16% -$15.4M 0.25% 73
2023
Q2 		$95.4M Sell
1,501,424
-87,896
-6% -$5.07M 0.28% 70
2023
Q1 		$89.4M Sell
1,589,320
-259,196
-14% -$15.5M 0.28% 75
2022
Q4 		$108M Sell
1,848,516
-439,289
-19% -$24.3M 0.35% 67
2022
Q3 		$96.8M Sell
2,287,805
-192,531
-8% -$8.51M 0.32% 70
2022
Q2 		$102M Sell
2,480,336
-121,849
-5% -$5.64M 0.3% 78
2022
Q1 		$131M Sell
2,602,185
-77,001
-3% -$4.62M 0.33% 74
2021
Q4 		$175M Buy
2,679,186
+5,105
+0.2% +$316K 0.42% 68
2021
Q3 		$155M Sell
2,674,081
-88,931
-3% -$4.77M 0.39% 71
2021
Q2 		$141M Sell
2,763,012
-34,725
-1% -$2M 0.37% 78
2021
Q1 		$164M Buy
2,797,737
+386,230
+16% +$18.8M 0.47% 68
2020
Q4 		$110M Buy
2,411,507
+29,293
+1% +$1.02M 0.34% 83
2020
Q3 		$60M Sell
2,382,214
-393,477
-14% -$11.4M 0.22% 96
2020
Q2 		$85.5M Buy
2,775,691
+2,242,106
+420% +$64.1M 0.3% 74
2020
Q1 		$12.2M Buy
+533,585
New +$26.3M 0.05% 163

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 $3.37T AUM 44.26% 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

Ninety One (UK)'s AER Position: Q2 2026 in Review

Ninety One (UK) reduced its AerCap (AER) stake by 28% in Q2 2026, selling an estimated $111M and leaving 2,032,019 shares worth $296M. The position accounts for 0.66% of the portfolio, ranked #45.

Ninety One (UK) first reported a position in AER in Q1 2020 and has held it in 26 quarters since. The position peaked at $403M in Q4 2025. 688 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Ninety One (UK) held 2,032,019 shares of AerCap worth $296M as of Q2 2026.
  • Ninety One (UK) sold 778,309 AerCap shares in Q2 2026, an estimated $111M.
  • AerCap made up 0.66% of Ninety One (UK)'s portfolio in Q2 2026, its #45 holding.
  • Ninety One (UK) first reported a position in AerCap in Q1 2020 and has held it in 26 quarters since.
  • Ninety One (UK)'s AerCap position peaked at $403M in Q4 2025.
  • 688 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.