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 Q2	$77.3M	Sell	207,316 -96,893	-32%	-$33.9M	0.51%	48
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 $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 $3.37T AUM 44.26% 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

Silvercrest Asset Management's AEIS Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Advanced Energy (AEIS) stake by 32% in Q2 2026, selling an estimated $33.9M and leaving 207,316 shares worth $77.3M. The position accounts for 0.51% of the portfolio, ranked #48.

Silvercrest Asset Management first reported a position in AEIS in Q3 2019 and has held it in 10 quarters since. The position peaked at $98.2M in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Silvercrest Asset Management held 207,316 shares of Advanced Energy worth $77.3M as of Q2 2026.
Silvercrest Asset Management sold 96,893 Advanced Energy shares in Q2 2026, an estimated $33.9M.
Advanced Energy made up 0.51% of Silvercrest Asset Management's portfolio in Q2 2026, its #48 holding.
Silvercrest Asset Management first reported a position in Advanced Energy in Q3 2019 and has held it in 10 quarters since.
Silvercrest Asset Management's Advanced Energy position peaked at $98.2M in Q1 2026.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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