Bank Julius Baer & Co
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Bank Julius Baer & Co’s Advanced Energy AEIS Stock Holding History

Bank Julius Baer & Co’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 		$1.18M Buy
+3,166
New +$1.11M ﹤0.01% 381
2023
Q3 		– Sell
-1,110
Closed -$124K – 526
2023
Q2 		$124K Hold
1,110
– – ﹤0.01% 440
2023
Q1 		$109K Sell
1,110
-46
-4% -$4.33K ﹤0.01% 476
2022
Q4 		$99K Buy
+1,156
New +$97.1K ﹤0.01% 473

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

Bank Julius Baer & Co's AEIS Position: Q2 2026 in Review

Bank Julius Baer & Co opened a new position in Advanced Energy (AEIS) in Q2 2026: 3,166 shares worth $1.18M. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in AEIS as recently as Q2 2023.

Bank Julius Baer & Co first reported a position in AEIS in Q4 2022 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Bank Julius Baer & Co held 3,166 shares of Advanced Energy worth $1.18M as of Q2 2026.
  • Advanced Energy was a new Bank Julius Baer & Co position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #381 holding.
  • Bank Julius Baer & Co first reported a position in Advanced Energy in Q4 2022 and has held it in 4 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.