Baron Wealth Management’s Advanced Energy AEIS Stock Holding History

Baron Wealth Management’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	$1.07M	Buy	2,883 +5	+0.2%	+$1.75K	0.28%	46
2026 Q1	$929K	Buy	2,878 +1	+0%	+$290	0.28%	47
2025 Q4	$602K	Hold	2,877	–	–	0.19%	81
2025 Q3	$489K	Hold	2,877	–	–	0.16%	88
2025 Q2	$381K	Hold	2,877	–	–	0.14%	116
2025 Q1	$274K	Hold	2,877	–	–	0.12%	143
2024 Q4	$333K	Hold	2,877	–	–	0.16%	108
2024 Q3	$303K	Sell	2,877 -3	-0.1%	-$315	0.15%	121
2024 Q2	$313K	Buy	2,880 +3	+0.1%	+$307	0.16%	104
2024 Q1	$293K	Hold	2,877	–	–	0.16%	124
2023 Q4	$313K	Hold	2,877	–	–	0.17%	101
2023 Q3	$297K	Hold	2,877	–	–	0.19%	92
2023 Q2	$321K	Hold	2,877	–	–	0.2%	85
2023 Q1	$282K	Hold	2,877	–	–	0.2%	90
2022 Q4	$247K	Buy	+2,877	New	+$242K	0.19%	101

Other funds holding AEIS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Baron Wealth Management's AEIS Position: Q2 2026 in Review

Baron Wealth Management increased its Advanced Energy (AEIS) stake by 0.17% in Q2 2026, buying an estimated $1.75K and bringing the position to 2,883 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #46.

Baron Wealth Management first reported a position in AEIS in Q4 2022 and has held it in 15 quarters since. 82 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Baron Wealth Management held 2,883 shares of Advanced Energy worth $1.07M as of Q2 2026.
Baron Wealth Management bought 5 Advanced Energy shares in Q2 2026, an estimated $1.75K.
Advanced Energy made up 0.28% of Baron Wealth Management's portfolio in Q2 2026, its #46 holding.
Baron Wealth Management first reported a position in Advanced Energy in Q4 2022 and has held it in 15 quarters since.
82 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.