United Services Automobile Association’s Advanced Energy AEIS Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-2,401	Closed	-$228K	–	45
2025 Q1	$228K	Buy	+2,401	New	+$274K	0.01%	956
2019 Q3	–	Sell	-5,842	Closed	-$329K	–	454
2019 Q2	$329K	Sell	5,842 -368	-6%	-$19.7K	﹤0.01%	1826
2019 Q1	$309K	Hold	6,210	–	–	﹤0.01%	1878
2018 Q4	$267K	Hold	6,210	–	–	﹤0.01%	1876
2018 Q3	$321K	Sell	6,210 -25,780	-81%	-$1.49M	﹤0.01%	1906
2018 Q2	$1.86M	Sell	31,990 -2,605	-8%	-$165K	﹤0.01%	1160
2018 Q1	$2.21M	Buy	34,595 +1,339	+4%	+$92.5K	0.01%	1102
2017 Q4	$2.24M	Sell	33,256 -3,674	-10%	-$296K	0.01%	1043
2017 Q3	$2.98M	Sell	36,930 -3,500	-9%	-$254K	0.01%	939
2017 Q2	$2.62M	Buy	40,430 +28,600	+242%	+$2.09M	0.01%	959
2017 Q1	$811K	Buy	+11,830	New	+$731K	﹤0.01%	1121

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Services Automobile Association's AEIS Position: Q2 2025 in Review

United Services Automobile Association sold out of Advanced Energy (AEIS) in Q2 2025, closing a stake of 2,401 shares — an estimated $228K sold.

United Services Automobile Association first reported a position in AEIS in Q1 2017 and held it in 11 quarters. The position peaked at $2.98M in Q3 2017. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

United Services Automobile Association reported no remaining Advanced Energy position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 2,401 Advanced Energy shares in Q2 2025, an estimated $228K.
United Services Automobile Association first reported a position in Advanced Energy in Q1 2017 and held it in 11 quarters.
United Services Automobile Association's Advanced Energy position peaked at $2.98M in Q3 2017.
371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.