Silvercrest Asset Management’s Advanced Energy AEIS Stock Holding History

Silvercrest Asset 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 Q1	$98.2M	Sell	304,209 -78,353	-20%	-$22.7M	0.71%	32
2025 Q4	$80.1M	Sell	382,562 -78,762	-17%	-$16M	0.55%	42
2025 Q3	$78.5M	Sell	461,324 -5,792	-1%	-$872K	0.52%	48
2025 Q2	$61.9M	Sell	467,116 -31,517	-6%	-$3.47M	0.42%	70
2025 Q1	$47.5M	Sell	498,633 -6,368	-1%	-$728K	0.34%	92
2024 Q4	$58.4M	Buy	+505,001	New	+$56.8M	0.39%	79
2020 Q2	–	Sell	-70,199	Closed	-$3.4M	–	747
2020 Q1	$3.4M	Sell	70,199 -2,550	-4%	-$162K	0.04%	347
2019 Q4	$5.18M	Sell	72,749 -20,367	-22%	-$1.27M	0.04%	340
2019 Q3	$5.35M	Buy	+93,116	New	+$5.03M	0.04%	320

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Silvercrest Asset Management's AEIS Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Advanced Energy (AEIS) stake by 20% in Q1 2026, selling an estimated $22.7M and leaving 304,209 shares worth $98.2M. The position accounts for 0.71% of the portfolio, ranked #32.

Silvercrest Asset Management first reported a position in AEIS in Q3 2019 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Silvercrest Asset Management held 304,209 shares of Advanced Energy worth $98.2M as of Q1 2026.
Silvercrest Asset Management sold 78,353 Advanced Energy shares in Q1 2026, an estimated $22.7M.
Advanced Energy made up 0.71% of Silvercrest Asset Management's portfolio in Q1 2026, its #32 holding.
Silvercrest Asset Management first reported a position in Advanced Energy in Q3 2019 and has held it in 9 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.