EFG
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Everhart Financial Group’s Advanced Energy AEIS Stock Holding History

Everhart Financial 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 		– Sell
-643
Closed -$208K – 482
2026
Q1 		$208K Buy
+643
New +$186K 0.02% 441

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

Everhart Financial Group's AEIS Position: Q2 2026 in Review

Everhart Financial Group sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 643 shares — an estimated $208K sold.

Everhart Financial Group first reported a position in AEIS in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 92 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Everhart Financial Group reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 643 Advanced Energy shares in Q2 2026, an estimated $208K.
  • Everhart Financial Group first reported a position in Advanced Energy in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's Advanced Energy position peaked at $208K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.