David J. Yvars Group’s Advanced Energy AEIS Stock Holding History

David J. Yvars Group’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	$748K	Hold	2,005	–	–	0.35%	42
2026 Q1	$647K	Hold	2,005	–	–	0.36%	43
2025 Q4	$420K	Hold	2,005	–	–	0.22%	54
2025 Q3	$341K	Hold	2,005	–	–	0.18%	65
2025 Q2	$266K	Buy	+2,005	New	+$221K	0.16%	66
2025 Q1	–	Sell	-2,005	Closed	-$232K	–	68
2024 Q4	$232K	Hold	2,005	–	–	0.14%	64
2024 Q3	$211K	Sell	2,005 -200	-9%	-$21K	0.13%	70
2024 Q2	$240K	Buy	2,205 +100	+5%	+$10.2K	0.15%	64
2024 Q1	$215K	Buy	2,105 +100	+5%	+$10.2K	0.14%	66
2023 Q4	$218K	Hold	2,005	–	–	0.18%	64
2023 Q3	$207K	Hold	2,005	–	–	0.17%	67
2023 Q2	$223K	Sell	2,005 -200	-9%	-$19.1K	0.18%	65
2023 Q1	$216K	Buy	+2,205	New	+$208K	0.2%	66
2022 Q1	–	Sell	-2,205	Closed	-$201K	–	81
2021 Q4	$201K	Buy	+2,205	New	+$196K	0.12%	77
2021 Q3	–	Sell	-2,205	Closed	-$249K	–	85
2021 Q2	$249K	Hold	2,205	–	–	0.14%	76
2021 Q1	$241K	Hold	2,205	–	–	0.15%	71
2020 Q4	$214K	Buy	+2,205	New	+$188K	0.15%	74

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

David J. Yvars Group's AEIS Position: Q2 2026 in Review

David J. Yvars Group held its Advanced Energy (AEIS) position steady in Q2 2026 at 2,005 shares worth $748K. The position accounts for 0.35% of the portfolio, ranked #42.

David J. Yvars Group first reported a position in AEIS in Q4 2020 and has held it in 17 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

David J. Yvars Group held 2,005 shares of Advanced Energy worth $748K as of Q2 2026.
David J. Yvars Group left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up 0.35% of David J. Yvars Group's portfolio in Q2 2026, its #42 holding.
David J. Yvars Group first reported a position in Advanced Energy in Q4 2020 and has held it in 17 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.