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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callan Family Office's AEIS Position: Q1 2026 in Review

Callan Family Office reduced its Advanced Energy (AEIS) stake by 10% in Q1 2026, selling an estimated $84.9K and leaving 2,505 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #619.

Callan Family Office first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Callan Family Office held 2,505 shares of Advanced Energy worth $808K as of Q1 2026.
  • Callan Family Office sold 293 Advanced Energy shares in Q1 2026, an estimated $84.9K.
  • Advanced Energy made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #619 holding.
  • Callan Family Office first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.