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 Q3	$565K	Hold	2,005	–	–	0.26%	48
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

David J. Yvars Group's AEIS Position: Q3 2026 in Review

David J. Yvars Group held its Advanced Energy (AEIS) position steady in Q3 2026 at 2,005 shares worth $565K. The position accounts for 0.26% of the portfolio, ranked #48.

David J. Yvars Group first reported a position in AEIS in Q4 2020 and has held it in 18 quarters since. The position peaked at $748K in Q2 2026. 112 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

David J. Yvars Group held 2,005 shares of Advanced Energy worth $565K as of Q3 2026.
David J. Yvars Group left its Advanced Energy share count unchanged in Q3 2026.
Advanced Energy made up 0.26% of David J. Yvars Group's portfolio in Q3 2026, its #48 holding.
David J. Yvars Group first reported a position in Advanced Energy in Q4 2020 and has held it in 18 quarters since.
David J. Yvars Group's Advanced Energy position peaked at $748K in Q2 2026.
112 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.