Themes Management Co’s AAR Corp AIR Stock Holding History

Themes Management Co’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
2026 Q2	$254K	Sell	1,778 -112	-6%	-$13.2K	0.17%	106
2026 Q1	$207K	Buy	+1,890	New	+$203K	0.13%	136

Other funds holding AIR

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Themes Management Co's AIR Position: Q2 2026 in Review

Themes Management Co reduced its AAR Corp (AIR) stake by 5.9% in Q2 2026, selling an estimated $13.2K and leaving 1,778 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #106.

Themes Management Co first reported a position in AIR in Q1 2026 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold AIR as of Q2 2026.

Themes Management Co held 1,778 shares of AAR Corp worth $254K as of Q2 2026.
Themes Management Co sold 112 AAR Corp shares in Q2 2026, an estimated $13.2K.
AAR Corp made up 0.17% of Themes Management Co's portfolio in Q2 2026, its #106 holding.
Themes Management Co first reported a position in AAR Corp in Q1 2026 and has held it in 2 quarters since.
409 funds tracked by Wall St. Rank held AAR Corp as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.