RFP
AEIS icon

Root Financial Partners’s Advanced Energy AEIS Stock Holding History

Root Financial Partners’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 		– Sell
-108
Closed -$34.9K – 461
2026
Q1 		$34.9K Buy
108
+27
+33% +$7.83K ﹤0.01% 1035
2025
Q4 		$17K Buy
81
+2
+3% +$407 ﹤0.01% 1257
2025
Q3 		$13.4K Buy
+79
New +$11.9K ﹤0.01% 1308

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

Root Financial Partners's AEIS Position: Q2 2026 in Review

Root Financial Partners sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 108 shares — an estimated $34.9K sold.

Root Financial Partners first reported a position in AEIS in Q3 2025 and held it in 3 quarters. The position peaked at $34.9K in Q1 2026. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Root Financial Partners reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 108 Advanced Energy shares in Q2 2026, an estimated $34.9K.
  • Root Financial Partners first reported a position in Advanced Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Advanced Energy position peaked at $34.9K in Q1 2026.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.