Ritholtz Wealth Management
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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
Q3 		$571K Sell
2,027
-12
-0.6% -$3.51K 0.01% 828
2026
Q2 		$760K Sell
2,039
-164
-7% -$57.4K 0.01% 702
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ritholtz Wealth Management's AEIS Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Advanced Energy (AEIS) stake by 0.59% in Q3 2026, selling an estimated $3.51K and leaving 2,027 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #828.

Ritholtz Wealth Management first reported a position in AEIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $760K in Q2 2026. 357 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Ritholtz Wealth Management held 2,027 shares of Advanced Energy worth $571K as of Q3 2026.
  • Ritholtz Wealth Management sold 12 Advanced Energy shares in Q3 2026, an estimated $3.51K.
  • Advanced Energy made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #828 holding.
  • Ritholtz Wealth Management first reported a position in Advanced Energy in Q4 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Advanced Energy position peaked at $760K in Q2 2026.
  • 357 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.