Root Financial Partners
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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
Q3 		$87.1K Buy
+309
New +$90.4K ﹤0.01% 801
2026
Q2 		– Sell
-108
Closed -$34.9K – 461
2026
Q1 		$34.9K Buy
108
+27
+33% +$7.82K ﹤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

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

Root Financial Partners's AEIS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Advanced Energy (AEIS) in Q3 2026: 309 shares worth $87.1K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AEIS as recently as Q1 2026.

Root Financial Partners first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Root Financial Partners held 309 shares of Advanced Energy worth $87.1K as of Q3 2026.
  • Advanced Energy was a new Root Financial Partners position in Q3 2026.
  • Advanced Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #801 holding.
  • Root Financial Partners first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.