CGH
AEIS icon

Crossmark Global Holdings’s Advanced Energy AEIS Stock Holding History

Crossmark Global Holdings’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 		$811K Sell
2,176
-52
-2% -$18.2K 0.01% 700
2026
Q1 		$719K Buy
2,228
+169
+8% +$49K 0.01% 714
2025
Q4 		$431K Buy
2,059
+30
+1% +$6.11K 0.01% 891
2025
Q3 		$345K Sell
2,029
-435
-18% -$65.5K 0.01% 1040
2025
Q2 		$326K Buy
2,464
+75
+3% +$8.26K 0.01% 1062
2025
Q1 		$228K Buy
2,389
+70
+3% +$8K ﹤0.01% 1210
2024
Q4 		$268K Sell
2,319
-33
-1% -$3.71K ﹤0.01% 1086
2024
Q3 		$248K Sell
2,352
-170
-7% -$17.8K ﹤0.01% 1155
2024
Q2 		$274K Sell
2,522
-305
-11% -$31.2K 0.01% 1102
2024
Q1 		$289K Buy
2,827
+20
+0.7% +$2.04K 0.01% 1112
2023
Q4 		$305K Sell
2,807
-186
-6% -$18.1K 0.01% 1063
2023
Q3 		$305K Sell
2,993
-12
-0.4% -$1.34K 0.01% 1007
2023
Q2 		$364K Sell
3,005
-309
-9% -$29.5K 0.01% 982
2023
Q1 		$324K Buy
3,314
+294
+10% +$27.7K 0.01% 1011
2022
Q4 		$259K Sell
3,020
-202
-6% -$17K 0.01% 1079
2022
Q3 		$250K Sell
3,222
-8
-0.2% -$686 0.01% 1077
2022
Q2 		$236K Sell
3,230
-210
-6% -$16.2K 0.01% 1151
2022
Q1 		$297K Sell
3,440
-20
-0.6% -$1.73K 0.01% 1137
2021
Q4 		$315K Sell
3,460
-3,960
-53% -$352K 0.01% 1125
2021
Q3 		$651K Sell
7,420
-50
-0.7% -$4.68K 0.02% 789
2021
Q2 		$842K Sell
7,470
-90
-1% -$9.54K 0.02% 671
2021
Q1 		$825K Buy
7,560
+220
+3% +$23.9K 0.02% 660
2020
Q4 		$712K Buy
7,340
+1,300
+22% +$111K 0.02% 698
2020
Q3 		$380K Sell
6,040
-150
-2% -$10.5K 0.01% 904
2020
Q2 		$420K Buy
6,190
+440
+8% +$26.2K 0.01% 834
2020
Q1 		$279K Hold
5,750
– – 0.01% 886
2019
Q4 		$409K Buy
+5,750
New +$358K 0.01% 919
2018
Q4 		– Sell
-7,357
Closed -$380K – 1390
2018
Q3 		$380K Sell
7,357
-290
-4% -$16.8K 0.01% 1155
2018
Q2 		$444K Buy
7,647
+260
+4% +$16.4K 0.01% 1025
2018
Q1 		$472K Sell
7,387
-1,317
-15% -$91K 0.01% 951
2017
Q4 		$587K Sell
8,704
-3,113
-26% -$251K 0.01% 875
2017
Q3 		$954K Buy
+11,817
New +$857K 0.02% 626
2016
Q3 		$954K Buy
+11,817
New +$502K 0.02% 626

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Crossmark Global Holdings's AEIS Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Advanced Energy (AEIS) stake by 2.3% in Q2 2026, selling an estimated $18.2K and leaving 2,176 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #700.

Crossmark Global Holdings first reported a position in AEIS in Q3 2016 and has held it in 33 quarters since. The position peaked at $954K in Q3 2017. 65 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Crossmark Global Holdings held 2,176 shares of Advanced Energy worth $811K as of Q2 2026.
  • Crossmark Global Holdings sold 52 Advanced Energy shares in Q2 2026, an estimated $18.2K.
  • Advanced Energy made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #700 holding.
  • Crossmark Global Holdings first reported a position in Advanced Energy in Q3 2016 and has held it in 33 quarters since.
  • Crossmark Global Holdings's Advanced Energy position peaked at $954K in Q3 2017.
  • 65 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.