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Daymark Wealth Partners’s Advanced Energy AEIS Stock Holding History

Daymark Wealth Partners’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 		$308K Buy
827
+78
+10% +$27.3K 0.01% 624
2026
Q1 		$242K Buy
+749
New +$217K 0.01% 654
2023
Q3 		– Sell
-2,167
Closed -$242K – 382
2023
Q2 		$242K Buy
+2,167
New +$207K 0.02% 329

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

Daymark Wealth Partners's AEIS Position: Q2 2026 in Review

Daymark Wealth Partners increased its Advanced Energy (AEIS) stake by 10% in Q2 2026, buying an estimated $27.3K and bringing the position to 827 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #624.

Daymark Wealth Partners first reported a position in AEIS in Q2 2023 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Daymark Wealth Partners held 827 shares of Advanced Energy worth $308K as of Q2 2026.
  • Daymark Wealth Partners bought 78 Advanced Energy shares in Q2 2026, an estimated $27.3K.
  • Advanced Energy made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #624 holding.
  • Daymark Wealth Partners first reported a position in Advanced Energy in Q2 2023 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.