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Sequoia Financial Advisors’s Advanced Energy AEIS Stock Holding History

Sequoia Financial Advisors’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 		$808K Sell
2,168
-89
-4% -$31.1K ﹤0.01% 1049
2026
Q1 		$728K Buy
2,257
+116
+5% +$33.6K ﹤0.01% 1049
2025
Q4 		$448K Buy
2,141
+599
+39% +$122K ﹤0.01% 1337
2025
Q3 		$262K Sell
1,542
-3
-0.2% -$452 ﹤0.01% 1467
2025
Q2 		$205K Sell
1,545
-624
-29% -$68.7K ﹤0.01% 1474
2025
Q1 		$207K Buy
2,169
+187
+9% +$21.4K ﹤0.01% 1251
2024
Q4 		$229K Buy
+1,982
New +$223K ﹤0.01% 1158

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's AEIS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Advanced Energy (AEIS) stake by 3.9% in Q2 2026, selling an estimated $31.1K and leaving 2,168 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Sequoia Financial Advisors first reported a position in AEIS in Q4 2024 and has held it in 7 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Sequoia Financial Advisors held 2,168 shares of Advanced Energy worth $808K as of Q2 2026.
  • Sequoia Financial Advisors sold 89 Advanced Energy shares in Q2 2026, an estimated $31.1K.
  • Advanced Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1049 holding.
  • Sequoia Financial Advisors first reported a position in Advanced Energy in Q4 2024 and has held it in 7 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.