Polen Capital Management’s Aehr Test Systems AEHR Stock Holding History

Polen Capital Management’s Portfolio AEHR Stock Details AEHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.36M	Sell	66,157 -13,239	-17%	-$1.21M	0.05%	57
2026 Q1	$2.94M	Buy	79,396 +49,285	+164%	+$1.58M	0.02%	75
2025 Q4	$608K	Buy	30,111 +6,803	+29%	+$165K	﹤0.01%	160
2025 Q3	$702K	Buy	23,308 +2,308	+11%	+$50K	﹤0.01%	162
2025 Q2	$272K	Buy	+21,000	New	+$200K	﹤0.01%	229

Other funds holding AEHR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polen Capital Management's AEHR Position: Q2 2026 in Review

Polen Capital Management reduced its Aehr Test Systems (AEHR) stake by 17% in Q2 2026, selling an estimated $1.21M and leaving 66,157 shares worth $6.36M. The position accounts for 0.05% of the portfolio, ranked #57.

Polen Capital Management first reported a position in AEHR in Q2 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold AEHR as of Q2 2026.

Polen Capital Management held 66,157 shares of Aehr Test Systems worth $6.36M as of Q2 2026.
Polen Capital Management sold 13,239 Aehr Test Systems shares in Q2 2026, an estimated $1.21M.
Aehr Test Systems made up 0.05% of Polen Capital Management's portfolio in Q2 2026, its #57 holding.
Polen Capital Management first reported a position in Aehr Test Systems in Q2 2025 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held Aehr Test Systems as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.