William Blair & Company
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William Blair & Company’s Advanced Energy AEIS Stock Holding History

William Blair & Company’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 		$547K Sell
1,468
-2,211
-60% -$773K ﹤0.01% 1197
2026
Q1 		$1.19M Buy
3,679
+1,693
+85% +$491K ﹤0.01% 886
2025
Q4 		$416K Sell
1,986
-235
-11% -$47.8K ﹤0.01% 1201
2025
Q3 		$378K Buy
2,221
+311
+16% +$46.8K ﹤0.01% 1210
2025
Q2 		$253K Buy
+1,910
New +$210K ﹤0.01% 1325

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

William Blair & Company's AEIS Position: Q2 2026 in Review

William Blair & Company reduced its Advanced Energy (AEIS) stake by 60% in Q2 2026, selling an estimated $773K and leaving 1,468 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

William Blair & Company first reported a position in AEIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • William Blair & Company held 1,468 shares of Advanced Energy worth $547K as of Q2 2026.
  • William Blair & Company sold 2,211 Advanced Energy shares in Q2 2026, an estimated $773K.
  • Advanced Energy made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1197 holding.
  • William Blair & Company first reported a position in Advanced Energy in Q2 2025 and has held it in 5 quarters since.
  • William Blair & Company's Advanced Energy position peaked at $1.19M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.