SWM
AL

SHP Wealth Management’s Air Lease Corp AL Stock Holding History

SHP Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-43
Closed -$2.79K – 1986
2026
Q1 		$2.79K Buy
43
+7
+19% +$452 ﹤0.01% 1206
2025
Q4 		$2.31K Buy
+36
New +$2.3K ﹤0.01% 1106

Other funds holding AL

WG
Wellington Group Indianapolis, Indiana $325M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

SHP Wealth Management's AL Position: Q2 2026 in Review

SHP Wealth Management sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 43 shares — an estimated $2.79K sold.

SHP Wealth Management first reported a position in AL in Q4 2025 and held it in 2 quarters. The position peaked at $2.79K in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • SHP Wealth Management reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 43 Air Lease Corp shares in Q2 2026, an estimated $2.79K.
  • SHP Wealth Management first reported a position in Air Lease Corp in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Air Lease Corp position peaked at $2.79K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.