Sun Group Wealth Partners’s AerCap AER Stock Holding History

Sun Group Wealth Partners’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 Q1	–	Sell	-2,924	Closed	-$420K	–	75
2025 Q4	$420K	Buy	+2,924	New	+$387K	0.34%	43

Other funds holding AER

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

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

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

Sun Group Wealth Partners's AER Position: Q1 2026 in Review

Sun Group Wealth Partners sold out of AerCap (AER) in Q1 2026, closing a stake of 2,924 shares — an estimated $420K sold.

Sun Group Wealth Partners first reported a position in AER in Q4 2025 and held it in 1 quarter. The position peaked at $420K in Q4 2025. 665 funds tracked by Wall St. Rank hold AER as of Q1 2026.

Sun Group Wealth Partners reported no remaining AerCap position as of Q1 2026 after selling out during the quarter.
Sun Group Wealth Partners sold 2,924 AerCap shares in Q1 2026, an estimated $420K.
Sun Group Wealth Partners first reported a position in AerCap in Q4 2025 and held it in 1 quarter.
Sun Group Wealth Partners's AerCap position peaked at $420K in Q4 2025.
665 funds tracked by Wall St. Rank held AerCap as of Q1 2026.

Based on Sun Group Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.