Corient Private Wealth
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Corient Private Wealth’s Advanced Energy AEIS Stock Holding History

Corient Private Wealth’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 		$2.84M Sell
8,826
-4,671
-35% -$1.35M ﹤0.01% 1080
2025
Q4 		$2.83M Buy
13,497
+6,744
+100% +$1.37M ﹤0.01% 1345
2025
Q3 		$1.15M Buy
6,753
+260
+4% +$39.1K ﹤0.01% 1370
2025
Q2 		$860K Sell
6,493
-157
-2% -$17.3K ﹤0.01% 1434
2025
Q1 		$634K Sell
6,650
-214
-3% -$24.4K ﹤0.01% 1488
2024
Q4 		$794K Sell
6,864
-3,222
-32% -$362K ﹤0.01% 1412
2024
Q3 		$1.06M Buy
10,086
+3,356
+50% +$352K ﹤0.01% 1377
2024
Q2 		$732K Sell
6,730
-178
-3% -$18.2K ﹤0.01% 1460
2024
Q1 		$704K Buy
6,908
+63
+0.9% +$6.42K ﹤0.01% 1463
2023
Q4 		$746K Buy
6,845
+1,337
+24% +$130K ﹤0.01% 1413
2023
Q3 		$568K Buy
5,508
+93
+2% +$10.4K ﹤0.01% 1428
2023
Q2 		$604K Buy
5,415
+63
+1% +$6.01K ﹤0.01% 1361
2023
Q1 		$524K Buy
+5,352
New +$504K ﹤0.01% 1364

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

Corient Private Wealth's AEIS Position: Q1 2026 in Review

Corient Private Wealth reduced its Advanced Energy (AEIS) stake by 35% in Q1 2026, selling an estimated $1.35M and leaving 8,826 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Corient Private Wealth first reported a position in AEIS in Q1 2023 and has held it in 13 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Corient Private Wealth held 8,826 shares of Advanced Energy worth $2.84M as of Q1 2026.
  • Corient Private Wealth sold 4,671 Advanced Energy shares in Q1 2026, an estimated $1.35M.
  • Advanced Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1080 holding.
  • Corient Private Wealth first reported a position in Advanced Energy in Q1 2023 and has held it in 13 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.