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Rialto Wealth Management’s Advanced Energy AEIS Stock Holding History

Rialto Wealth Management’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 		$7.46K Buy
20
+1
+5% +$350 ﹤0.01% 614
2026
Q1 		$6.13K Buy
19
+2
+12% +$580 ﹤0.01% 541
2025
Q4 		$3.56K Hold
17
– – ﹤0.01% 571
2025
Q3 		$2.89K Hold
17
– – ﹤0.01% 566
2025
Q2 		$2.25K Buy
+17
New +$1.87K ﹤0.01% 593

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

Rialto Wealth Management's AEIS Position: Q2 2026 in Review

Rialto Wealth Management increased its Advanced Energy (AEIS) stake by 5.3% in Q2 2026, buying an estimated $350 and bringing the position to 20 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Rialto Wealth Management first reported a position in AEIS in Q2 2025 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Rialto Wealth Management held 20 shares of Advanced Energy worth $7.46K as of Q2 2026.
  • Rialto Wealth Management bought 1 Advanced Energy share in Q2 2026, an estimated $350.
  • Advanced Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Rialto Wealth Management first reported a position in Advanced Energy in Q2 2025 and has held it in 5 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.