TWD
AL

True Wealth Design’s Air Lease Corp AL Stock Holding History

True Wealth Design’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
-396
Closed -$25.7K – 2661
2026
Q1 		$25.7K Sell
396
-73
-16% -$4.71K 0.01% 617
2025
Q4 		$30.1K Buy
469
+7
+2% +$447 0.01% 472
2025
Q3 		$29.4K Buy
462
+447
+2,980% +$26.7K 0.01% 467
2025
Q2 		$878 Hold
15
– – ﹤0.01% 1518
2025
Q1 		$725 Buy
+15
New +$704 ﹤0.01% 1397

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

True Wealth Design's AL Position: Q2 2026 in Review

True Wealth Design sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 396 shares — an estimated $25.7K sold.

True Wealth Design first reported a position in AL in Q1 2025 and held it in 5 quarters. The position peaked at $30.1K in Q4 2025. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • True Wealth Design reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 396 Air Lease Corp shares in Q2 2026, an estimated $25.7K.
  • True Wealth Design first reported a position in Air Lease Corp in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Air Lease Corp position peaked at $30.1K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.