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Williams & Novak’s AerCap AER Stock Holding History

Williams & Novak’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
Q3 		$224K Buy
1,561
+30
+2% +$4.43K 0.13% 120
2026
Q2 		$223K Buy
1,531
+68
+5% +$9.66K 0.15% 110
2026
Q1 		$205K Buy
1,463
+63
+5% +$9.01K 0.15% 106
2025
Q4 		$201K Buy
+1,400
New +$185K 0.15% 109

Other funds holding AER

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM

Williams & Novak's AER Position: Q3 2026 in Review

Williams & Novak increased its AerCap (AER) stake by 2% in Q3 2026, buying an estimated $4.43K and bringing the position to 1,561 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #120.

Williams & Novak first reported a position in AER in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold AER as of Q3 2026.

  • Williams & Novak held 1,561 shares of AerCap worth $224K as of Q3 2026.
  • Williams & Novak bought 30 AerCap shares in Q3 2026, an estimated $4.43K.
  • AerCap made up 0.13% of Williams & Novak's portfolio in Q3 2026, its #120 holding.
  • Williams & Novak first reported a position in AerCap in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held AerCap as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.