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AEIS icon

&Partners’s Advanced Energy AEIS Stock Holding History

&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 		$5.23M Sell
13,903
-2,961
-18% -$1.04M 0.02% 582
2026
Q1 		$5.42M Buy
16,864
+1,348
+9% +$391K 0.03% 495
2025
Q4 		$3.25M Buy
15,516
+6,037
+64% +$1.23M 0.02% 649
2025
Q3 		$1.61M Sell
9,479
-629
-6% -$94.7K 0.01% 853
2025
Q2 		$1.24M Buy
10,108
+2,442
+32% +$269K 0.01% 874
2025
Q1 		$727K Buy
7,666
+815
+12% +$93.1K 0.01% 959
2024
Q4 		$812K Buy
6,851
+787
+13% +$88.5K 0.01% 858
2024
Q3 		$638K Buy
6,064
+4,150
+217% +$436K 0.01% 757
2024
Q2 		$208K Buy
+1,914
New +$196K 0.01% 837

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

&Partners's AEIS Position: Q2 2026 in Review

&Partners reduced its Advanced Energy (AEIS) stake by 18% in Q2 2026, selling an estimated $1.04M and leaving 13,903 shares worth $5.23M. The position accounts for 0.02% of the portfolio, ranked #582.

&Partners first reported a position in AEIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.42M in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • &Partners held 13,903 shares of Advanced Energy worth $5.23M as of Q2 2026.
  • &Partners sold 2,961 Advanced Energy shares in Q2 2026, an estimated $1.04M.
  • Advanced Energy made up 0.02% of &Partners's portfolio in Q2 2026, its #582 holding.
  • &Partners first reported a position in Advanced Energy in Q2 2024 and has held it in 9 quarters since.
  • &Partners's Advanced Energy position peaked at $5.42M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.