WealthCollab’s Advanced Energy AEIS Stock Holding History

WealthCollab’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	$19.4K	Hold	52	–	–	0.01%	424
2026 Q1	$16.8K	Hold	52	–	–	0.01%	416
2025 Q4	$10.9K	Hold	52	–	–	﹤0.01%	544
2025 Q3	$8.85K	Hold	52	–	–	﹤0.01%	551
2025 Q2	$6.89K	Buy	+52	New	+$5.73K	﹤0.01%	569

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthCollab's AEIS Position: Q2 2026 in Review

WealthCollab held its Advanced Energy (AEIS) position steady in Q2 2026 at 52 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #424.

WealthCollab first reported a position in AEIS in Q2 2025 and has held it in 5 quarters since. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

WealthCollab held 52 shares of Advanced Energy worth $19.4K as of Q2 2026.
WealthCollab left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up 0.01% of WealthCollab's portfolio in Q2 2026, its #424 holding.
WealthCollab first reported a position in Advanced Energy in Q2 2025 and has held it in 5 quarters since.
682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.