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Callan Family Office’s Advanced Energy AEIS Stock Holding History

Callan Family Office’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 		$912K Sell
2,445
-60
-2% -$21K 0.02% 623
2026
Q1 		$808K Sell
2,505
-293
-10% -$84.9K 0.02% 619
2025
Q4 		$586K Buy
+2,798
New +$569K 0.01% 726

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

Callan Family Office's AEIS Position: Q2 2026 in Review

Callan Family Office reduced its Advanced Energy (AEIS) stake by 2.4% in Q2 2026, selling an estimated $21K and leaving 2,445 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #623.

Callan Family Office first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Callan Family Office held 2,445 shares of Advanced Energy worth $912K as of Q2 2026.
  • Callan Family Office sold 60 Advanced Energy shares in Q2 2026, an estimated $21K.
  • Advanced Energy made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #623 holding.
  • Callan Family Office first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.