Stenahm Asset Management’s AerCap AER Stock Holding History

Stenahm Asset Management’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-44,900	Closed	-$6.16M	–	16
2026 Q1	$6.16M	Hold	44,900	–	–	2.99%	7
2025 Q4	$6.45M	Sell	44,900 -15,300	-25%	-$2.03M	3.22%	7
2025 Q3	$7.28M	Hold	60,200	–	–	4.19%	5
2025 Q2	$7.04M	Buy	+60,200	New	+$6.51M	3.07%	8

Other funds holding AER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Stenahm Asset Management's AER Position: Q2 2026 in Review

Stenahm Asset Management sold out of AerCap (AER) in Q2 2026, closing a stake of 44,900 shares — an estimated $6.16M sold.

Stenahm Asset Management first reported a position in AER in Q2 2025 and held it in 4 quarters. The position peaked at $7.28M in Q3 2025. 689 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Stenahm Asset Management reported no remaining AerCap position as of Q2 2026 after selling out during the quarter.
Stenahm Asset Management sold 44,900 AerCap shares in Q2 2026, an estimated $6.16M.
Stenahm Asset Management first reported a position in AerCap in Q2 2025 and held it in 4 quarters.
Stenahm Asset Management's AerCap position peaked at $7.28M in Q3 2025.
689 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Stenahm Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.