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Oak Harvest Investment Services’s Advanced Energy AEIS Stock Holding History

Oak Harvest Investment Services’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 		$2.61M Buy
+7,000
New +$2.45M 0.24% 86

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

Oak Harvest Investment Services's AEIS Position: Q2 2026 in Review

Oak Harvest Investment Services opened a new position in Advanced Energy (AEIS) in Q2 2026: 7,000 shares worth $2.61M. The stake represents 0.24% of the portfolio and ranks #86 among its holdings.

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

  • Oak Harvest Investment Services held 7,000 shares of Advanced Energy worth $2.61M as of Q2 2026.
  • Advanced Energy was a new Oak Harvest Investment Services position in Q2 2026.
  • Advanced Energy made up 0.24% of Oak Harvest Investment Services's portfolio in Q2 2026, its #86 holding.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.