Physician Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Physician Wealth Advisors’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	$4.1K	Sell	11 -4	-27%	-$1.4K	﹤0.01%	1190
2026 Q1	$4.84K	Buy	15 +3	+25%	+$869	﹤0.01%	1018
2025 Q4	$2.51K	Buy	12 +6	+100%	+$1.22K	﹤0.01%	1192
2025 Q3	$1.02K	Hold	6	–	–	﹤0.01%	1564
2025 Q2	$795	Sell	6 -2	-25%	-$220	﹤0.01%	1557
2025 Q1	$763	Sell	8 -5	-38%	-$571	﹤0.01%	1250
2024 Q4	$1.5K	Buy	+13	New	+$1.46K	﹤0.01%	877

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Physician Wealth Advisors's AEIS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Advanced Energy (AEIS) stake by 27% in Q2 2026, selling an estimated $1.4K and leaving 11 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Physician Wealth Advisors first reported a position in AEIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.84K in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Physician Wealth Advisors held 11 shares of Advanced Energy worth $4.1K as of Q2 2026.
Physician Wealth Advisors sold 4 Advanced Energy shares in Q2 2026, an estimated $1.4K.
Advanced Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1190 holding.
Physician Wealth Advisors first reported a position in Advanced Energy in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Advanced Energy position peaked at $4.84K in Q1 2026.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.