Trust Point Inc’s Advanced Energy AEIS Stock Holding History

Trust Point Inc’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	-1,906	Closed	-$615K	–	474
2026 Q1	$615K	Sell	1,906 -76	-4%	-$22K	0.05%	203
2025 Q4	$415K	Sell	1,982 -70	-3%	-$14.2K	0.03%	277
2025 Q3	$349K	Buy	+2,052	New	+$309K	0.03%	325
2025 Q2	–	Sell	-2,451	Closed	-$234K	–	396
2025 Q1	$234K	Sell	2,451 -2,012	-45%	-$230K	0.02%	409
2024 Q4	$516K	Sell	4,463 -3,475	-44%	-$391K	0.04%	286
2024 Q3	$835K	Sell	7,938 -138	-2%	-$14.5K	0.06%	190
2024 Q2	$878K	Buy	8,076 +84	+1%	+$8.6K	0.07%	170
2024 Q1	$815K	Buy	7,992 +2,154	+37%	+$220K	0.06%	191
2023 Q4	$636K	Buy	+5,838	New	+$568K	0.05%	222

Other funds holding AEIS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Trust Point Inc's AEIS Position: Q2 2026 in Review

Trust Point Inc sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 1,906 shares — an estimated $615K sold.

Trust Point Inc first reported a position in AEIS in Q4 2023 and held it in 9 quarters. The position peaked at $878K in Q2 2024. 92 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Trust Point Inc reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
Trust Point Inc sold 1,906 Advanced Energy shares in Q2 2026, an estimated $615K.
Trust Point Inc first reported a position in Advanced Energy in Q4 2023 and held it in 9 quarters.
Trust Point Inc's Advanced Energy position peaked at $878K in Q2 2024.
92 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.