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Moody Aldrich Partners’s Advanced Energy AEIS Stock Holding History

Moody Aldrich Partners’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 		– Sell
-12,174
Closed -$3.93M – 179
2026
Q1 		$3.93M Sell
12,174
-3,444
-22% -$998K 0.71% 65
2025
Q4 		$3.27M Sell
15,618
-19,309
-55% -$3.93M 0.61% 74
2025
Q3 		$5.94M Sell
34,927
-18,428
-35% -$2.77M 1.13% 23
2025
Q2 		$7.07M Sell
53,355
-5,315
-9% -$585K 1.37% 14
2025
Q1 		$5.59M Buy
58,670
+6,944
+13% +$793K 1.17% 26
2024
Q4 		$5.98M Buy
51,726
+10,947
+27% +$1.23M 1.11% 26
2024
Q3 		$4.29M Sell
40,779
-717
-2% -$75.3K 0.78% 59
2024
Q2 		$4.51M Buy
41,496
+21,833
+111% +$2.24M 0.88% 51
2024
Q1 		$2.01M Sell
19,663
-13,127
-40% -$1.34M 0.34% 95
2023
Q4 		$3.57M Buy
32,790
+18,561
+130% +$1.8M 0.64% 69
2023
Q3 		$1.47M Buy
+14,229
New +$1.59M 0.28% 98
2018
Q2 		– Sell
-22,897
Closed -$1.46M – 97
2018
Q1 		$1.46M Buy
22,897
+5,036
+28% +$348K 0.94% 58
2017
Q4 		$1.21M Buy
17,861
+3,393
+23% +$273K 0.98% 52
2017
Q3 		$1.17M Buy
14,468
+1,686
+13% +$122K 1.2% 38
2017
Q2 		$827K Sell
12,782
-845
-6% -$61.8K 1.03% 42
2017
Q1 		$934K Sell
13,627
-22,295
-62% -$1.38M 1.6% 18
2016
Q4 		$1.97M Sell
35,922
-925
-3% -$47.4K 1.27% 27
2016
Q3 		$1.74M Buy
36,847
+3,500
+10% +$149K 1.21% 28
2016
Q2 		$1.27M Buy
+33,347
New +$1.19M 1.05% 43

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moody Aldrich Partners's AEIS Position: Q2 2026 in Review

Moody Aldrich Partners sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 12,174 shares — an estimated $3.93M sold.

Moody Aldrich Partners first reported a position in AEIS in Q2 2016 and held it in 19 quarters. The position peaked at $7.07M in Q2 2025. 93 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Moody Aldrich Partners reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 12,174 Advanced Energy shares in Q2 2026, an estimated $3.93M.
  • Moody Aldrich Partners first reported a position in Advanced Energy in Q2 2016 and held it in 19 quarters.
  • Moody Aldrich Partners's Advanced Energy position peaked at $7.07M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.