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Markin Volterra Fund’s Advanced Energy AEIS Stock Holding History

Markin Volterra Fund’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 		$208K Buy
+557
New +$195K 0.14% 63

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Markin Volterra Fund's AEIS Position: Q2 2026 in Review

Markin Volterra Fund opened a new position in Advanced Energy (AEIS) in Q2 2026: 557 shares worth $208K. The stake represents 0.14% of the portfolio and ranks #63 among its holdings.

677 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Markin Volterra Fund held 557 shares of Advanced Energy worth $208K as of Q2 2026.
  • Advanced Energy was a new Markin Volterra Fund position in Q2 2026.
  • Advanced Energy made up 0.14% of Markin Volterra Fund's portfolio in Q2 2026, its #63 holding.
  • 677 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Markin Volterra Fund's 13F filing for Q2 2026, filed 23 Jul 2026.