Sheets Smith Wealth Management’s AAR Corp AIR Stock Holding History

Sheets Smith Wealth Management’s Portfolio AIR Stock Details AIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	7,669 +148	+2%	+$17.5K	0.11%	186
2026 Q1	$823K	Hold	7,521	–	–	0.09%	216
2025 Q4	$623K	Hold	7,521	–	–	0.07%	248
2025 Q3	$674K	Buy	7,521 +105	+1%	+$7.99K	0.08%	242
2025 Q2	$510K	Buy	7,416 +135	+2%	+$8.1K	0.06%	282
2025 Q1	$408K	Buy	7,281 +266	+4%	+$17.7K	0.05%	273
2024 Q4	$430K	Buy	7,015 +220	+3%	+$14.1K	0.05%	281
2024 Q3	$444K	Hold	6,795	–	–	0.05%	268
2024 Q2	$494K	Hold	6,795	–	–	0.06%	242
2024 Q1	$407K	Sell	6,795 -381	-5%	-$23.7K	0.05%	285
2023 Q4	$448K	Buy	7,176 +325	+5%	+$20.9K	0.06%	230
2023 Q3	$408K	Buy	6,851 +171	+3%	+$10.2K	0.06%	227
2023 Q2	$386K	Buy	6,680 +115	+2%	+$6.2K	0.06%	242
2023 Q1	$358K	Buy	6,565 +66	+1%	+$3.42K	0.05%	243
2022 Q4	$292K	Buy	+6,499	New	+$283K	0.05%	256

Other funds holding AIR

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return