Baron Wealth Management
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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
Q3 		$811K Sell
2,877
-6
-0.2% -$1.76K 0.21% 68
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Baron Wealth Management's AEIS Position: Q3 2026 in Review

Baron Wealth Management reduced its Advanced Energy (AEIS) stake by 0.21% in Q3 2026, selling an estimated $1.76K and leaving 2,877 shares worth $811K. The position accounts for 0.21% of the portfolio, ranked #68.

Baron Wealth Management first reported a position in AEIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q2 2026. 305 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Baron Wealth Management held 2,877 shares of Advanced Energy worth $811K as of Q3 2026.
  • Baron Wealth Management sold 6 Advanced Energy shares in Q3 2026, an estimated $1.76K.
  • Advanced Energy made up 0.21% of Baron Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Baron Wealth Management first reported a position in Advanced Energy in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Advanced Energy position peaked at $1.07M in Q2 2026.
  • 305 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.