Itau Unibanco Holding S.A.’s Advanced Energy AEIS Stock Holding History

Itau Unibanco Holding S.A.’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	$584K	Buy	+1,566	New	+$548K	0.01%	192
2023 Q1	–	Sell	-6,511	Closed	-$558K	–	501
2022 Q4	$558K	Buy	+6,511	New	+$547K	0.02%	149
2018 Q4	–	Sell	-1,216	Closed	-$63K	–	591
2018 Q3	$63K	Buy	1,216 +142	+13%	+$8.22K	﹤0.01%	535
2018 Q2	$62K	Buy	+1,074	New	+$67.9K	0.01%	601
2017 Q1	–	Sell	-130	Closed	-$7K	–	705
2016 Q4	$7K	Buy	130 +30	+30%	+$1.54K	﹤0.01%	312
2016 Q3	$5K	Buy	+100	New	+$4.25K	﹤0.01%	402

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

Itau Unibanco Holding S.A.'s AEIS Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in Advanced Energy (AEIS) in Q2 2026: 1,566 shares worth $584K. The stake represents 0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in AEIS as recently as Q4 2022.

Itau Unibanco Holding S.A. first reported a position in AEIS in Q3 2016 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Itau Unibanco Holding S.A. held 1,566 shares of Advanced Energy worth $584K as of Q2 2026.
Advanced Energy was a new Itau Unibanco Holding S.A. position in Q2 2026.
Advanced Energy made up 0.01% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #192 holding.
Itau Unibanco Holding S.A. first reported a position in Advanced Energy in Q3 2016 and has held it in 6 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.