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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
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

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

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

Ritholtz Wealth Management reduced its Advanced Energy (AEIS) stake by 7.4% in Q2 2026, selling an estimated $57.4K and leaving 2,039 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #702.

Ritholtz Wealth Management first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Ritholtz Wealth Management held 2,039 shares of Advanced Energy worth $760K as of Q2 2026.
  • Ritholtz Wealth Management sold 164 Advanced Energy shares in Q2 2026, an estimated $57.4K.
  • Advanced Energy made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #702 holding.
  • Ritholtz Wealth Management first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.