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United Capital Financial Advisors’s AerCap AER Stock Holding History

United Capital Financial Advisors’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 		$4.81M Sell
32,963
-1,121
-3% -$159K 0.03% 382
2026
Q1 		$4.68M Buy
34,084
+31,906
+1,465% +$4.56M 0.03% 365
2025
Q4 		$313K Buy
2,178
+341
+19% +$45.2K ﹤0.01% 1145
2025
Q3 		$222K Buy
1,837
+26
+1% +$3.04K ﹤0.01% 1121
2025
Q2 		$212K Buy
+1,811
New +$196K ﹤0.01% 1030
2024
Q4 		– Sell
-2,204
Closed -$209K – 1061
2024
Q3 		$209K Buy
+2,204
New +$207K ﹤0.01% 998
2024
Q2 		– Sell
-2,332
Closed -$203K – 1033
2024
Q1 		$203K Buy
+2,332
New +$183K ﹤0.01% 1018
2021
Q2 		– Sell
-3,500
Closed -$206K – 1216
2021
Q1 		$206K Sell
3,500
-32,863
-90% -$1.6M ﹤0.01% 1113
2020
Q4 		$1.66M Sell
36,363
-12,116
-25% -$423K 0.01% 549
2020
Q3 		$1.22M Sell
48,479
-24,462
-34% -$709K 0.01% 602
2020
Q2 		$2.25M Sell
72,941
-4,744
-6% -$136K 0.02% 492
2020
Q1 		$1.77M Buy
77,685
+30,669
+65% +$1.51M 0.01% 521
2019
Q4 		$2.89M Sell
47,016
-115
-0.2% -$6.76K 0.02% 529
2019
Q3 		$2.58M Sell
47,131
-4,828
-9% -$255K 0.02% 533
2019
Q2 		$2.7M Sell
51,959
-2,122
-4% -$104K 0.02% 543
2019
Q1 		$2.52M Sell
54,081
-3,943
-7% -$178K 0.02% 542
2018
Q4 		$2.3M Sell
58,024
-7,705
-12% -$386K 0.02% 532
2018
Q3 		$3.78M Sell
65,729
-408
-0.6% -$23K 0.03% 486
2018
Q2 		$3.58M Buy
66,137
+436
+0.7% +$23.5K 0.03% 475
2018
Q1 		$3.33M Buy
65,701
+986
+2% +$51.1K 0.03% 475
2017
Q4 		$3.4M Buy
64,715
+2,821
+5% +$147K 0.03% 477
2017
Q3 		$3.16M Buy
61,894
+2,175
+4% +$107K 0.03% 471
2017
Q2 		$2.77M Buy
59,719
+152
+0.3% +$6.85K 0.02% 501
2017
Q1 		$2.74M Buy
59,567
+181
+0.3% +$8.11K 0.03% 485
2016
Q4 		$2.47M Sell
59,386
-407
-0.7% -$17.1K 0.02% 516
2016
Q3 		$2.3M Sell
59,793
-4,657
-7% -$176K 0.02% 551
2016
Q2 		$2.19M Buy
64,450
+3,860
+6% +$148K 0.02% 532
2016
Q1 		$2.35M Sell
60,590
-1,947
-3% -$67K 0.03% 496
2015
Q4 		$2.7M Buy
62,537
+3,069
+5% +$129K 0.03% 486
2015
Q3 		$2.27M Sell
59,468
-3,461
-5% -$153K 0.03% 505
2015
Q2 		$2.88M Buy
62,929
+16,760
+36% +$794K 0.03% 495
2015
Q1 		$2.15M Buy
46,169
+15,156
+49% +$639K 0.03% 538
2014
Q4 		$1.2M Sell
31,013
-7,183
-19% -$296K 0.02% 601
2014
Q3 		$1.56M Buy
38,196
+9,164
+32% +$417K 0.03% 502
2014
Q2 		$1.33M Buy
29,032
+23,453
+420% +$1.04M 0.02% 500
2014
Q1 		$235K Buy
+5,579
New +$218K 0.01% 839

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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
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

United Capital Financial Advisors's AER Position: Q2 2026 in Review

United Capital Financial Advisors reduced its AerCap (AER) stake by 3.3% in Q2 2026, selling an estimated $159K and leaving 32,963 shares worth $4.81M. The position accounts for 0.03% of the portfolio, ranked #382.

United Capital Financial Advisors first reported a position in AER in Q1 2014 and has held it in 36 quarters since. 690 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • United Capital Financial Advisors held 32,963 shares of AerCap worth $4.81M as of Q2 2026.
  • United Capital Financial Advisors sold 1,121 AerCap shares in Q2 2026, an estimated $159K.
  • AerCap made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #382 holding.
  • United Capital Financial Advisors first reported a position in AerCap in Q1 2014 and has held it in 36 quarters since.
  • 690 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.