Lido Advisors’s Advanced Energy AEIS Stock Holding History

Lido Advisors’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	$377K	Buy	1,010 +331	+49%	+$116K	﹤0.01%	1632
2026 Q1	$219K	Buy	+679	New	+$197K	﹤0.01%	1735

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

Lido Advisors's AEIS Position: Q2 2026 in Review

Lido Advisors increased its Advanced Energy (AEIS) stake by 49% in Q2 2026, buying an estimated $116K and bringing the position to 1,010 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Lido Advisors first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Lido Advisors held 1,010 shares of Advanced Energy worth $377K as of Q2 2026.
Lido Advisors bought 331 Advanced Energy shares in Q2 2026, an estimated $116K.
Advanced Energy made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1632 holding.
Lido Advisors first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.