&Partners’s AerCap AER Stock Holding History

&Partners’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	$1.73M	Sell	11,850 -927	-7%	-$132K	0.01%	1107
2026 Q1	$1.76M	Sell	12,777 -338	-3%	-$48.3K	0.01%	969
2025 Q4	$1.89M	Buy	13,115 +6,104	+87%	+$808K	0.01%	901
2025 Q3	$848K	Sell	7,011 -333	-5%	-$38.9K	0.01%	1165
2025 Q2	$859K	Sell	7,344 -2,997	-29%	-$324K	0.01%	1058
2025 Q1	$1.04M	Buy	10,341 +4,010	+63%	+$397K	0.01%	811
2024 Q4	$607K	Buy	6,331 +2,443	+63%	+$234K	0.01%	994
2024 Q3	$368K	Buy	+3,888	New	+$364K	0.01%	1007

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

&Partners's AER Position: Q2 2026 in Review

&Partners reduced its AerCap (AER) stake by 7.3% in Q2 2026, selling an estimated $132K and leaving 11,850 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #1107.

&Partners first reported a position in AER in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q4 2025. 689 funds tracked by Wall St. Rank hold AER as of Q2 2026.

&Partners held 11,850 shares of AerCap worth $1.73M as of Q2 2026.
&Partners sold 927 AerCap shares in Q2 2026, an estimated $132K.
AerCap made up 0.01% of &Partners's portfolio in Q2 2026, its #1107 holding.
&Partners first reported a position in AerCap in Q3 2024 and has held it in 8 quarters since.
&Partners's AerCap position peaked at $1.89M in Q4 2025.
689 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.