Vise Technologies’s Advanced Energy AEIS Stock Holding History

Vise Technologies’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	$392K	Hold	1,874	–	–	0.01%	1008
2025 Q4	$392K	Buy	1,874 +528	+39%	+$107K	0.01%	1014
2025 Q3	$229K	Buy	+1,346	New	+$203K	0.01%	1048

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vise Technologies's AEIS Position: Q1 2026 in Review

Vise Technologies held its Advanced Energy (AEIS) position steady in Q1 2026 at 1,874 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1008.

Vise Technologies first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Vise Technologies held 1,874 shares of Advanced Energy worth $392K as of Q1 2026.
Vise Technologies left its Advanced Energy share count unchanged in Q1 2026.
Advanced Energy made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1008 holding.
Vise Technologies first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.