Polen Capital Management
FTAI icon

Polen Capital Management’s FTAI Aviation FTAI Stock Holding History

Polen Capital Management’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Sell
1,404
-358
-20% -$90K ﹤0.01% 200
2026
Q1 		$432K Sell
1,762
-986
-36% -$261K ﹤0.01% 185
2025
Q4 		$541K Sell
2,748
-8,057
-75% -$1.37M ﹤0.01% 164
2025
Q3 		$1.8M Sell
10,805
-3,857
-26% -$549K 0.01% 102
2025
Q2 		$1.69M Buy
+14,662
New +$1.64M 0.01% 91

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Polen Capital Management's FTAI Position: Q2 2026 in Review

Polen Capital Management reduced its FTAI Aviation (FTAI) stake by 20% in Q2 2026, selling an estimated $90K and leaving 1,404 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Polen Capital Management first reported a position in FTAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 680 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

  • Polen Capital Management held 1,404 shares of FTAI Aviation worth $380K as of Q2 2026.
  • Polen Capital Management sold 358 FTAI Aviation shares in Q2 2026, an estimated $90K.
  • FTAI Aviation made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #200 holding.
  • Polen Capital Management first reported a position in FTAI Aviation in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's FTAI Aviation position peaked at $1.8M in Q3 2025.
  • 680 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.