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Atria Investments’s Advanced Energy AEIS Stock Holding History

Atria Investments’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
Q1 		$2.58M Sell
8,009
-831
-9% -$241K 0.03% 597
2025
Q4 		$1.85M Sell
8,840
-193
-2% -$39.3K 0.02% 759
2025
Q3 		$1.54M Sell
9,033
-254
-3% -$38.2K 0.02% 836
2025
Q2 		$1.23M Sell
9,287
-711
-7% -$78.3K 0.01% 931
2025
Q1 		$953K Sell
9,998
-1,287
-11% -$147K 0.01% 1013
2024
Q4 		$1.3M Sell
11,285
-1,657
-13% -$186K 0.02% 855
2024
Q3 		$1.36M Sell
12,942
-675
-5% -$70.9K 0.02% 834
2024
Q2 		$1.48M Buy
13,617
+1,591
+13% +$163K 0.02% 759
2024
Q1 		$1.23M Buy
+12,026
New +$1.23M 0.02% 866
2020
Q1 		– Sell
-3,302
Closed -$235K – 589
2019
Q4 		$235K Buy
+3,302
New +$205K 0.01% 1079

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's AEIS Position: Q1 2026 in Review

Atria Investments reduced its Advanced Energy (AEIS) stake by 9.4% in Q1 2026, selling an estimated $241K and leaving 8,009 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #597.

Atria Investments first reported a position in AEIS in Q4 2019 and has held it in 10 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Atria Investments held 8,009 shares of Advanced Energy worth $2.58M as of Q1 2026.
  • Atria Investments sold 831 Advanced Energy shares in Q1 2026, an estimated $241K.
  • Advanced Energy made up 0.03% of Atria Investments's portfolio in Q1 2026, its #597 holding.
  • Atria Investments first reported a position in Advanced Energy in Q4 2019 and has held it in 10 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.