SHP Wealth Management’s Advanced Energy AEIS Stock Holding History

SHP Wealth 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	Closed	-$645	–	1985
2026 Q1	$645	Buy	+2	New	+$580	﹤0.01%	1571

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

SHP Wealth Management's AEIS Position: Q2 2026 in Review

SHP Wealth Management sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 2 shares — an estimated $645 sold.

SHP Wealth Management first reported a position in AEIS in Q1 2026 and held it in 1 quarter. The position peaked at $645 in Q1 2026. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

SHP Wealth Management reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 2 Advanced Energy shares in Q2 2026, an estimated $645.
SHP Wealth Management first reported a position in Advanced Energy in Q1 2026 and held it in 1 quarter.
SHP Wealth Management's Advanced Energy position peaked at $645 in Q1 2026.
682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.