Arax Advisory Partners’s Advanced Energy AEIS Stock Holding History

Arax Advisory Partners’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Buy	784 +415	+112%	+$145K	﹤0.01%	1989
2026 Q1	$121K	Sell	369 -102	-22%	-$29.6K	﹤0.01%	1299
2025 Q4	$98.6K	Sell	471 -435	-48%	-$88.5K	﹤0.01%	1341
2025 Q3	$154K	Buy	906 +634	+233%	+$95.5K	﹤0.01%	1363
2025 Q2	$36K	Buy	272 +156	+134%	+$17.2K	﹤0.01%	1388
2025 Q1	$11.1K	Buy	116 +101	+673%	+$11.5K	﹤0.01%	1532
2024 Q4	$1.74K	Hold	15	–	–	﹤0.01%	2040
2024 Q3	$1.58K	Sell	15 -2	-12%	-$210	﹤0.01%	2130
2024 Q2	$1.85K	Buy	+17	New	+$1.74K	﹤0.01%	1994
2023 Q4	–	Sell	-46	Closed	-$4.75K	–	1338
2023 Q3	$4.75K	Hold	46	–	–	﹤0.01%	888
2023 Q2	$5.13K	Buy	46 +39	+557%	+$3.72K	﹤0.01%	859
2023 Q1	$686	Hold	7	–	–	﹤0.01%	1150
2022 Q4	$600	Hold	7	–	–	﹤0.01%	1156
2022 Q3	$1K	Buy	+7	New	+$601	﹤0.01%	1013
2022 Q2	–	Sell	-30	Closed	-$3K	–	1157
2022 Q1	$3K	Buy	+30	New	+$2.6K	﹤0.01%	860

Other funds holding AEIS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Arax Advisory Partners's AEIS Position: Q2 2026 in Review

Arax Advisory Partners increased its Advanced Energy (AEIS) stake by 112% in Q2 2026, buying an estimated $145K and bringing the position to 784 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Arax Advisory Partners first reported a position in AEIS in Q1 2022 and has held it in 15 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Arax Advisory Partners held 784 shares of Advanced Energy worth $292K as of Q2 2026.
Arax Advisory Partners bought 415 Advanced Energy shares in Q2 2026, an estimated $145K.
Advanced Energy made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1989 holding.
Arax Advisory Partners first reported a position in Advanced Energy in Q1 2022 and has held it in 15 quarters since.
679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.