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SHP Wealth Management’s FTAI Aviation FTAI Stock Holding History

SHP Wealth 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 		$930 Sell
3
-3
-50% -$755 ﹤0.01% 1614
2026
Q1 		$1.58K Buy
6
+3
+100% +$794 ﹤0.01% 1348
2025
Q4 		$676 Buy
+3
New +$511 ﹤0.01% 1325

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its FTAI Aviation (FTAI) stake by 50% in Q2 2026, selling an estimated $755 and leaving 3 shares worth $930. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

SHP Wealth Management first reported a position in FTAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.58K in Q1 2026. 685 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

  • SHP Wealth Management held 3 shares of FTAI Aviation worth $930 as of Q2 2026.
  • SHP Wealth Management sold 3 FTAI Aviation shares in Q2 2026, an estimated $755.
  • FTAI Aviation made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1614 holding.
  • SHP Wealth Management first reported a position in FTAI Aviation in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's FTAI Aviation position peaked at $1.58K in Q1 2026.
  • 685 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

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