Garde Capital’s Advanced Energy AEIS Stock Holding History

Garde 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
2025 Q3	–	Sell	-5	Closed	-$663	–	251
2025 Q2	$663	Hold	5	–	–	﹤0.01%	717
2025 Q1	$477	Buy	+5	New	+$571	﹤0.01%	724

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garde Capital's AEIS Position: Q3 2025 in Review

Garde Capital sold out of Advanced Energy (AEIS) in Q3 2025, closing a stake of 5 shares — an estimated $663 sold.

Garde Capital first reported a position in AEIS in Q1 2025 and held it in 2 quarters. The position peaked at $663 in Q2 2025. 401 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

Garde Capital reported no remaining Advanced Energy position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 Advanced Energy shares in Q3 2025, an estimated $663.
Garde Capital first reported a position in Advanced Energy in Q1 2025 and held it in 2 quarters.
Garde Capital's Advanced Energy position peaked at $663 in Q2 2025.
401 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.