Sandler Capital Management’s Advanced Energy AEIS Stock Holding History

Sandler Capital 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	–	Sell	-2,500	Closed	-$807K	–	129
2026 Q1	$807K	Buy	+2,500	New	+$725K	0.42%	87
2025 Q4	–	Sell	-3,227	Closed	-$549K	–	143
2025 Q3	$549K	Sell	3,227 -25,404	-89%	-$3.83M	0.16%	138
2025 Q2	$3.79M	Buy	28,631 +7,759	+37%	+$855K	1.03%	28
2025 Q1	$1.99M	Buy	+20,872	New	+$2.38M	0.5%	78

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandler Capital Management's AEIS Position: Q2 2026 in Review

Sandler Capital Management sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 2,500 shares — an estimated $807K sold.

Sandler Capital Management first reported a position in AEIS in Q1 2025 and held it in 4 quarters. The position peaked at $3.79M in Q2 2025. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Sandler Capital Management reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
Sandler Capital Management sold 2,500 Advanced Energy shares in Q2 2026, an estimated $807K.
Sandler Capital Management first reported a position in Advanced Energy in Q1 2025 and held it in 4 quarters.
Sandler Capital Management's Advanced Energy position peaked at $3.79M in Q2 2025.
683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.