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
Q2 		$4.81M Buy
12,906
+4,080
+46% +$1.43M 0.01% 922
2026
Q1 		$2.84M Buy
8,826
+2,060
+30% +$597K ﹤0.01% 1080
2025
Q4 		$1.42M Buy
6,766
+13
+0.2% +$2.65K ﹤0.01% 1328
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 $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 $3.37T AUM 44.26% 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

Corient Private Wealth's AEIS Position: Q2 2026 in Review

Corient Private Wealth increased its Advanced Energy (AEIS) stake by 46% in Q2 2026, buying an estimated $1.43M and bringing the position to 12,906 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #922.

Corient Private Wealth first reported a position in AEIS in Q1 2023 and has held it in 14 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Corient Private Wealth held 12,906 shares of Advanced Energy worth $4.81M as of Q2 2026.
  • Corient Private Wealth bought 4,080 Advanced Energy shares in Q2 2026, an estimated $1.43M.
  • Advanced Energy made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #922 holding.
  • Corient Private Wealth first reported a position in Advanced Energy in Q1 2023 and has held it in 14 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.