Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Advanced Energy AEIS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$15.3M Buy
41,148
+1,503
+4% +$526K 0.02% 496
2026
Q1 		$12.8M Buy
39,645
+11,692
+42% +$3.39M 0.02% 521
2025
Q4 		$5.85M Buy
27,953
+4,075
+17% +$829K 0.01% 818
2025
Q3 		$4.06M Buy
23,878
+12,398
+108% +$1.87M 0.01% 964
2025
Q2 		$1.52M Buy
11,480
+8,790
+327% +$968K ﹤0.01% 1360
2025
Q1 		$256K Buy
+2,690
New +$307K ﹤0.01% 1828

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's AEIS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Advanced Energy (AEIS) stake by 3.8% in Q2 2026, buying an estimated $526K and bringing the position to 41,148 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #496.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 41,148 shares of Advanced Energy worth $15.3M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 1,503 Advanced Energy shares in Q2 2026, an estimated $526K.
  • Advanced Energy made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #496 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.