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Rothschild Investment LLC’s Advanced Energy AEIS Stock Holding History

Rothschild Investment LLC’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 		$305K Buy
819
+771
+1,606% +$270K 0.01% 751
2026
Q1 		$15.5K Buy
48
+9
+23% +$2.61K ﹤0.01% 1515
2025
Q4 		$8.16K Buy
39
+4
+11% +$814 ﹤0.01% 1656
2025
Q3 		$5.96K Sell
35
-10
-22% -$1.51K ﹤0.01% 1636
2025
Q2 		$5.96K Sell
45
-15
-25% -$1.65K ﹤0.01% 1427
2025
Q1 		$5.72K Sell
60
-5
-8% -$571 ﹤0.01% 1377
2024
Q4 		$7.52K Buy
65
+25
+63% +$2.81K ﹤0.01% 1217
2024
Q3 		$4.21K Buy
40
+25
+167% +$2.63K ﹤0.01% 1368
2024
Q2 		$1.63K Buy
15
+10
+200% +$1.02K ﹤0.01% 1461
2024
Q1 		$510 Buy
+5
New +$510 ﹤0.01% 1352

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rothschild Investment LLC's AEIS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Advanced Energy (AEIS) stake by 1,606% in Q2 2026, buying an estimated $270K and bringing the position to 819 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #751.

Rothschild Investment LLC first reported a position in AEIS in Q1 2024 and has held it in 10 quarters since. 637 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Rothschild Investment LLC held 819 shares of Advanced Energy worth $305K as of Q2 2026.
  • Rothschild Investment LLC bought 771 Advanced Energy shares in Q2 2026, an estimated $270K.
  • Advanced Energy made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #751 holding.
  • Rothschild Investment LLC first reported a position in Advanced Energy in Q1 2024 and has held it in 10 quarters since.
  • 637 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.