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Ritholtz Wealth Management’s Advanced Energy AEIS Stock Holding History

Ritholtz 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
Q1 		$711K Buy
2,203
+1,086
+97% +$315K 0.01% 662
2025
Q4 		$234K Buy
+1,117
New +$227K ﹤0.01% 1010

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ritholtz Wealth Management's AEIS Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Advanced Energy (AEIS) stake by 97% in Q1 2026, buying an estimated $315K and bringing the position to 2,203 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #662.

Ritholtz Wealth Management first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Ritholtz Wealth Management held 2,203 shares of Advanced Energy worth $711K as of Q1 2026.
  • Ritholtz Wealth Management bought 1,086 Advanced Energy shares in Q1 2026, an estimated $315K.
  • Advanced Energy made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #662 holding.
  • Ritholtz Wealth Management first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.