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Pitcairn Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Pitcairn 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 		$203K Buy
+545
New +$191K 0.02% 279

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

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

Pitcairn Wealth Advisors opened a new position in Advanced Energy (AEIS) in Q2 2026: 545 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #279 among its holdings.

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

  • Pitcairn Wealth Advisors held 545 shares of Advanced Energy worth $203K as of Q2 2026.
  • Advanced Energy was a new Pitcairn Wealth Advisors position in Q2 2026.
  • Advanced Energy made up 0.02% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #279 holding.
  • 678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.