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Union Bancaire Privee’s Advanced Energy AEIS Stock Holding History

Union Bancaire Privee’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 		$265K Sell
760
-11,706
-94% -$4.09M ﹤0.01% 372
2026
Q1 		$2.97M Buy
+12,466
New +$3.61M 0.04% 186

Other funds holding AEIS

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

Union Bancaire Privee's AEIS Position: Q2 2026 in Review

Union Bancaire Privee reduced its Advanced Energy (AEIS) stake by 94% in Q2 2026, selling an estimated $4.09M and leaving 760 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Union Bancaire Privee first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.97M in Q1 2026. 92 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Union Bancaire Privee held 760 shares of Advanced Energy worth $265K as of Q2 2026.
  • Union Bancaire Privee sold 11,706 Advanced Energy shares in Q2 2026, an estimated $4.09M.
  • Advanced Energy made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #372 holding.
  • Union Bancaire Privee first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
  • Union Bancaire Privee's Advanced Energy position peaked at $2.97M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.