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TD Private Client Wealth’s Advanced Energy AEIS Stock Holding History

TD Private Client Wealth’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 		$373 Hold
1
– – ﹤0.01% 1591
2026
Q1 		$323 Buy
+1
New +$290 ﹤0.01% 1525
2025
Q2 		– Sell
-17
Closed -$1.62K – 1407
2025
Q1 		$1.62K Buy
+17
New +$1.94K ﹤0.01% 1221

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 $3.37T AUM 44.26% 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

TD Private Client Wealth's AEIS Position: Q2 2026 in Review

TD Private Client Wealth held its Advanced Energy (AEIS) position steady in Q2 2026 at 1 share worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

TD Private Client Wealth first reported a position in AEIS in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.62K in Q1 2025. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • TD Private Client Wealth held 1 share of Advanced Energy worth $373 as of Q2 2026.
  • TD Private Client Wealth left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1591 holding.
  • TD Private Client Wealth first reported a position in Advanced Energy in Q1 2025 and has held it in 3 quarters since.
  • TD Private Client Wealth's Advanced Energy position peaked at $1.62K in Q1 2025.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.