IAM Advisory’s Advanced Energy AEIS Stock Holding History

IAM Advisory’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	$1.9M	Sell	5,106 -58	-1%	-$20.3K	0.37%	48
2026 Q1	$1.67M	Buy	5,164 +32	+0.6%	+$9.27K	0.37%	46
2025 Q4	$1.07M	Buy	+5,132	New	+$1.04M	0.24%	58

Other funds holding AEIS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

IAM Advisory's AEIS Position: Q2 2026 in Review

IAM Advisory reduced its Advanced Energy (AEIS) stake by 1.1% in Q2 2026, selling an estimated $20.3K and leaving 5,106 shares worth $1.9M. The position accounts for 0.37% of the portfolio, ranked #48.

IAM Advisory first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

IAM Advisory held 5,106 shares of Advanced Energy worth $1.9M as of Q2 2026.
IAM Advisory sold 58 Advanced Energy shares in Q2 2026, an estimated $20.3K.
Advanced Energy made up 0.37% of IAM Advisory's portfolio in Q2 2026, its #48 holding.
IAM Advisory first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.