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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
Q2 		$36.2K Sell
97
-19
-16% -$6.64K 0.01% 370
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 $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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's AEIS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Advanced Energy (AEIS) stake by 16% in Q2 2026, selling an estimated $6.64K and leaving 97 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #370.

Measured Wealth Private Client Group first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $48.8K in Q4 2025. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Measured Wealth Private Client Group held 97 shares of Advanced Energy worth $36.2K as of Q2 2026.
  • Measured Wealth Private Client Group sold 19 Advanced Energy shares in Q2 2026, an estimated $6.64K.
  • Advanced Energy made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #370 holding.
  • Measured Wealth Private Client Group first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Advanced Energy position peaked at $48.8K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.