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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vestmark Advisory Solutions's AEIS Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Advanced Energy (AEIS) stake by 39% in Q1 2026, buying an estimated $561K and bringing the position to 6,866 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #589.

Vestmark Advisory Solutions first reported a position in AEIS in Q1 2021 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Vestmark Advisory Solutions held 6,866 shares of Advanced Energy worth $2.22M as of Q1 2026.
  • Vestmark Advisory Solutions bought 1,936 Advanced Energy shares in Q1 2026, an estimated $561K.
  • Advanced Energy made up 0.02% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #589 holding.
  • Vestmark Advisory Solutions first reported a position in Advanced Energy in Q1 2021 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.