Larson Financial Group’s Advanced Energy AEIS Stock Holding History

Larson Financial Group’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	$46.6K	Buy	125 +14	+13%	+$4.9K	﹤0.01%	1549
2026 Q1	$35.8K	Buy	111 +10	+10%	+$2.9K	﹤0.01%	1537
2025 Q4	$21.1K	Buy	101 +12	+13%	+$2.44K	﹤0.01%	1690
2025 Q3	$15.1K	Buy	89 +88	+8,800%	+$13.3K	﹤0.01%	1798
2025 Q2	$133	Hold	1	–	–	﹤0.01%	3127
2025 Q1	$95	Hold	1	–	–	﹤0.01%	2920
2024 Q4	$116	Hold	1	–	–	﹤0.01%	2572
2024 Q3	$105	Hold	1	–	–	﹤0.01%	2525
2024 Q2	$109	Buy	+1	New	+$102	﹤0.01%	2222
2021 Q2	–	Sell	-101	Closed	-$11K	–	818
2021 Q1	$11K	Hold	101	–	–	﹤0.01%	514
2020 Q4	$10K	Hold	101	–	–	﹤0.01%	489
2020 Q3	$6K	Buy	+101	New	+$7.05K	﹤0.01%	496

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

Larson Financial Group's AEIS Position: Q2 2026 in Review

Larson Financial Group increased its Advanced Energy (AEIS) stake by 13% in Q2 2026, buying an estimated $4.9K and bringing the position to 125 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Larson Financial Group first reported a position in AEIS in Q3 2020 and has held it in 12 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Larson Financial Group held 125 shares of Advanced Energy worth $46.6K as of Q2 2026.
Larson Financial Group bought 14 Advanced Energy shares in Q2 2026, an estimated $4.9K.
Advanced Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1549 holding.
Larson Financial Group first reported a position in Advanced Energy in Q3 2020 and has held it in 12 quarters since.
679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.