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CVA Family Office’s Advanced Energy AEIS Stock Holding History

CVA 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 		$19.8K Buy
53
+1
+2% +$350 ﹤0.01% 819
2026
Q1 		$16.8K Buy
52
+46
+767% +$13.3K ﹤0.01% 849
2025
Q4 		$1.26K Hold
6
– – ﹤0.01% 1066
2025
Q3 		$1.02K Hold
6
– – ﹤0.01% 1128
2025
Q2 		$795 Buy
+6
New +$661 ﹤0.01% 1134

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

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

CVA Family Office increased its Advanced Energy (AEIS) stake by 1.9% in Q2 2026, buying an estimated $350 and bringing the position to 53 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

CVA Family Office first reported a position in AEIS in Q2 2025 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • CVA Family Office held 53 shares of Advanced Energy worth $19.8K as of Q2 2026.
  • CVA Family Office bought 1 Advanced Energy share in Q2 2026, an estimated $350.
  • Advanced Energy made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #819 holding.
  • CVA Family Office first reported a position in Advanced Energy in Q2 2025 and has held it in 5 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.