Mach-1 Financial Group’s Advanced Energy AEIS Stock Holding History

Mach-1 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 Q1	–	Sell	-1,010	Closed	-$211K	–	164
2025 Q4	$211K	Buy	+1,010	New	+$206K	0.04%	265
2025 Q3	–	Sell	-2,697	Closed	-$357K	–	250
2025 Q2	$357K	Sell	2,697 -225	-8%	-$24.8K	0.1%	153
2025 Q1	$278K	Buy	+2,922	New	+$334K	0.08%	220
2023 Q1	–	Sell	-6,507	Closed	-$558K	–	268
2022 Q4	$558K	Buy	+6,507	New	+$546K	0.18%	110

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mach-1 Financial Group's AEIS Position: Q1 2026 in Review

Mach-1 Financial Group sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1,010 shares — an estimated $211K sold.

Mach-1 Financial Group first reported a position in AEIS in Q4 2022 and held it in 4 quarters. The position peaked at $558K in Q4 2022. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Mach-1 Financial Group reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 1,010 Advanced Energy shares in Q1 2026, an estimated $211K.
Mach-1 Financial Group first reported a position in Advanced Energy in Q4 2022 and held it in 4 quarters.
Mach-1 Financial Group's Advanced Energy position peaked at $558K in Q4 2022.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.