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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
Q2 		$2.28M Sell
6,112
-1,897
-24% -$663K 0.02% 694
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Investments's AEIS Position: Q2 2026 in Review

Atria Investments reduced its Advanced Energy (AEIS) stake by 24% in Q2 2026, selling an estimated $663K and leaving 6,112 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #694.

Atria Investments first reported a position in AEIS in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.58M in Q1 2026. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Atria Investments held 6,112 shares of Advanced Energy worth $2.28M as of Q2 2026.
  • Atria Investments sold 1,897 Advanced Energy shares in Q2 2026, an estimated $663K.
  • Advanced Energy made up 0.02% of Atria Investments's portfolio in Q2 2026, its #694 holding.
  • Atria Investments first reported a position in Advanced Energy in Q4 2019 and has held it in 11 quarters since.
  • Atria Investments's Advanced Energy position peaked at $2.58M in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.