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FORA Capital’s Advanced Energy AEIS Stock Holding History

FORA Capital’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
-1,197
Closed -$387K – 350
2026
Q1 		$387K Sell
1,197
-982
-45% -$285K 0.03% 337
2025
Q4 		$433K Buy
+2,179
New +$443K 0.05% 320
2024
Q2 		– Sell
-4,973
Closed -$507K – 357
2024
Q1 		$507K Buy
4,973
+1,045
+27% +$107K 0.04% 325
2023
Q4 		$428K Buy
+3,928
New +$382K 0.04% 358
2021
Q2 		– Sell
-296
Closed -$32K – 853
2021
Q1 		$32K Buy
+296
New +$32.1K 0.01% 620

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

FORA Capital's AEIS Position: Q2 2026 in Review

FORA Capital sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 1,197 shares — an estimated $387K sold.

FORA Capital first reported a position in AEIS in Q1 2021 and held it in 5 quarters. The position peaked at $507K in Q1 2024. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • FORA Capital reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 1,197 Advanced Energy shares in Q2 2026, an estimated $387K.
  • FORA Capital first reported a position in Advanced Energy in Q1 2021 and held it in 5 quarters.
  • FORA Capital's Advanced Energy position peaked at $507K in Q1 2024.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.