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Shelton Wealth Management’s AAR Corp AIR Stock Holding History

Shelton 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
2025
Q2 		– Sell
-16,139
Closed -$904K – 147
2025
Q1 		$904K Sell
16,139
-1,284
-7% -$85.3K 0.49% 70
2024
Q4 		$1.07M Buy
+17,423
New +$1.12M 0.55% 63

Other funds holding AIR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Shelton Wealth Management's AIR Position: Q2 2025 in Review

Shelton Wealth Management sold out of AAR Corp (AIR) in Q2 2025, closing a stake of 16,139 shares — an estimated $904K sold.

Shelton Wealth Management first reported a position in AIR in Q4 2024 and held it in 2 quarters. The position peaked at $1.07M in Q4 2024. 260 funds tracked by Wall St. Rank hold AIR as of Q2 2025.

  • Shelton Wealth Management reported no remaining AAR Corp position as of Q2 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 16,139 AAR Corp shares in Q2 2025, an estimated $904K.
  • Shelton Wealth Management first reported a position in AAR Corp in Q4 2024 and held it in 2 quarters.
  • Shelton Wealth Management's AAR Corp position peaked at $1.07M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held AAR Corp as of Q2 2025.

Based on Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.