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Forum Financial Management’s Advanced Energy AEIS Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-1,310
Closed -$274K – 345
2025
Q4 		$274K Buy
+1,310
New +$267K ﹤0.01% 797

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forum Financial Management's AEIS Position: Q1 2026 in Review

Forum Financial Management sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1,310 shares — an estimated $274K sold.

Forum Financial Management first reported a position in AEIS in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Forum Financial Management reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,310 Advanced Energy shares in Q1 2026, an estimated $274K.
  • Forum Financial Management first reported a position in Advanced Energy in Q4 2025 and held it in 1 quarter.
  • Forum Financial Management's Advanced Energy position peaked at $274K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.