VAS
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Vestmark Advisory Solutions’s Advanced Energy AEIS Stock Holding History

Vestmark Advisory Solutions’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 		$2.61M Buy
7,013
+147
+2% +$51.4K 0.02% 595
2026
Q1 		$2.22M Buy
6,866
+1,936
+39% +$561K 0.02% 589
2025
Q4 		$1.03M Buy
+4,930
New +$1M 0.01% 785
2021
Q2 		– Sell
-4,361
Closed -$476K – 764
2021
Q1 		$476K Buy
+4,361
New +$473K 0.04% 450

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

Vestmark Advisory Solutions's AEIS Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Advanced Energy (AEIS) stake by 2.1% in Q2 2026, buying an estimated $51.4K and bringing the position to 7,013 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #595.

Vestmark Advisory Solutions first reported a position in AEIS in Q1 2021 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Vestmark Advisory Solutions held 7,013 shares of Advanced Energy worth $2.61M as of Q2 2026.
  • Vestmark Advisory Solutions bought 147 Advanced Energy shares in Q2 2026, an estimated $51.4K.
  • Advanced Energy made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #595 holding.
  • Vestmark Advisory Solutions first reported a position in Advanced Energy in Q1 2021 and has held it in 4 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.