QEI
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QSV Equity Investors’s Advanced Energy AEIS Stock Holding History

QSV Equity Investors’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
2025
Q4 		$843K Sell
4,027
-5,436
-57% -$1.11M 1.25% 39
2025
Q3 		$1.61M Sell
9,463
-2,724
-22% -$410K 1.65% 19
2025
Q2 		$1.61M Sell
12,187
-2,746
-18% -$302K 1.68% 16
2025
Q1 		$1.42M Sell
14,933
-33
-0.2% -$3.77K 1.47% 31
2024
Q4 		$1.73M Sell
14,966
-11
-0.1% -$1.24K 1.66% 22
2024
Q3 		$1.58M Hold
14,977
– – 1.48% 32
2024
Q2 		$1.63M Sell
14,977
-86
-0.6% -$8.8K 1.7% 22
2024
Q1 		$1.54M Buy
15,063
+147
+1% +$15K 1.48% 35
2023
Q4 		$1.62M Buy
+14,916
New +$1.45M 1.58% 26

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

QSV Equity Investors's AEIS Position: Q4 2025 in Review

QSV Equity Investors reduced its Advanced Energy (AEIS) stake by 57% in Q4 2025, selling an estimated $1.11M and leaving 4,027 shares worth $843K. The position accounts for 1.25% of the portfolio, ranked #39.

QSV Equity Investors first reported a position in AEIS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2024. 464 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • QSV Equity Investors held 4,027 shares of Advanced Energy worth $843K as of Q4 2025.
  • QSV Equity Investors sold 5,436 Advanced Energy shares in Q4 2025, an estimated $1.11M.
  • Advanced Energy made up 1.25% of QSV Equity Investors's portfolio in Q4 2025, its #39 holding.
  • QSV Equity Investors first reported a position in Advanced Energy in Q4 2023 and has held it in 9 quarters since.
  • QSV Equity Investors's Advanced Energy position peaked at $1.73M in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on QSV Equity Investors's 13F filing for Q4 2025, filed 12 Feb 2026.