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Measured Wealth Private Client Group’s Advanced Energy AEIS Stock Holding History

Measured Wealth Private Client 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 		$37.4K Sell
116
-117
-50% -$33.9K 0.01% 338
2025
Q4 		$48.8K Buy
233
+21
+10% +$4.27K 0.01% 312
2025
Q3 		$36.1K Buy
+212
New +$31.9K 0.01% 345

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Measured Wealth Private Client Group's AEIS Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Advanced Energy (AEIS) stake by 50% in Q1 2026, selling an estimated $33.9K and leaving 116 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #338.

Measured Wealth Private Client Group first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $48.8K in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Measured Wealth Private Client Group held 116 shares of Advanced Energy worth $37.4K as of Q1 2026.
  • Measured Wealth Private Client Group sold 117 Advanced Energy shares in Q1 2026, an estimated $33.9K.
  • Advanced Energy made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #338 holding.
  • Measured Wealth Private Client Group first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Advanced Energy position peaked at $48.8K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.