Vontobel Holding
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Vontobel Holding’s Advanced Energy AEIS Stock Holding History

Vontobel Holding’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 		$1.09M Sell
2,910
-252
-8% -$88.1K ﹤0.01% 790
2026
Q1 		$1.02M Sell
3,162
-1,131
-26% -$328K ﹤0.01% 655
2025
Q4 		$899K Sell
4,293
-212
-5% -$43.1K ﹤0.01% 788
2025
Q3 		$766K Sell
4,505
-1,592
-26% -$240K ﹤0.01% 806
2025
Q2 		$808K Sell
6,097
-275
-4% -$30.3K ﹤0.01% 753
2025
Q1 		$607K Buy
6,372
+780
+14% +$89.1K ﹤0.01% 724
2024
Q4 		$647K Sell
5,592
-728
-12% -$81.9K ﹤0.01% 719
2024
Q3 		$665K Sell
6,320
-1,407
-18% -$148K ﹤0.01% 705
2024
Q2 		$840K Sell
7,727
-77
-1% -$7.88K ﹤0.01% 613
2024
Q1 		$796K Buy
7,804
+864
+12% +$88.1K 0.01% 651
2023
Q4 		$756K Sell
6,940
-169
-2% -$16.4K 0.01% 674
2023
Q3 		$733K Buy
7,109
+117
+2% +$13.1K 0.01% 655
2023
Q2 		$779K Sell
6,992
-68
-1% -$6.48K 0.01% 662
2023
Q1 		$692K Sell
7,060
-1,034
-13% -$97.4K 0.01% 696
2022
Q4 		$694K Sell
8,094
-1,734
-18% -$146K 0.01% 667
2022
Q3 		$761K Sell
9,828
-138
-1% -$11.8K 0.01% 604
2022
Q2 		$727K Sell
9,966
-540
-5% -$41.8K 0.01% 624
2022
Q1 		$904K Sell
10,506
-3,674
-26% -$318K 0.01% 647
2021
Q4 		$1.29M Sell
14,180
-510
-3% -$45.4K 0.01% 562
2021
Q3 		$1.29M Buy
14,690
+2,936
+25% +$275K 0.01% 558
2021
Q2 		$1.32M Sell
11,754
-30,676
-72% -$3.25M 0.01% 527
2021
Q1 		$4.63M Buy
42,430
+12,754
+43% +$1.38M 0.03% 266
2020
Q4 		$3.45M Buy
+29,676
New +$2.53M 0.02% 323

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Vontobel Holding's AEIS Position: Q2 2026 in Review

Vontobel Holding reduced its Advanced Energy (AEIS) stake by 8% in Q2 2026, selling an estimated $88.1K and leaving 2,910 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Vontobel Holding first reported a position in AEIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.63M in Q1 2021. 300 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Vontobel Holding held 2,910 shares of Advanced Energy worth $1.09M as of Q2 2026.
  • Vontobel Holding sold 252 Advanced Energy shares in Q2 2026, an estimated $88.1K.
  • Advanced Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #790 holding.
  • Vontobel Holding first reported a position in Advanced Energy in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Advanced Energy position peaked at $4.63M in Q1 2021.
  • 300 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.