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Axiom Investors’s Advanced Energy AEIS Stock Holding History

Axiom Investors’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 		$15.5M Sell
41,546
-28,997
-41% -$10.1M 0.13% 71
2026
Q1 		$22.8M Buy
+70,543
New +$20.4M 0.25% 39
2014
Q2 		– Sell
-45,400
Closed -$1.11M – 148
2014
Q1 		$1.11M Buy
45,400
+4,150
+10% +$108K 0.03% 132
2013
Q4 		$943K Buy
+41,250
New +$884K 0.03% 136

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 $3.37T AUM 44.26% 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

Axiom Investors's AEIS Position: Q2 2026 in Review

Axiom Investors reduced its Advanced Energy (AEIS) stake by 41% in Q2 2026, selling an estimated $10.1M and leaving 41,546 shares worth $15.5M. The position accounts for 0.13% of the portfolio, ranked #71.

Axiom Investors first reported a position in AEIS in Q4 2013 and has held it in 4 quarters since. The position peaked at $22.8M in Q1 2026. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Axiom Investors held 41,546 shares of Advanced Energy worth $15.5M as of Q2 2026.
  • Axiom Investors sold 28,997 Advanced Energy shares in Q2 2026, an estimated $10.1M.
  • Advanced Energy made up 0.13% of Axiom Investors's portfolio in Q2 2026, its #71 holding.
  • Axiom Investors first reported a position in Advanced Energy in Q4 2013 and has held it in 4 quarters since.
  • Axiom Investors's Advanced Energy position peaked at $22.8M in Q1 2026.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.