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
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 $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

William Blair & Company's AEIS Position: Q1 2026 in Review

William Blair & Company increased its Advanced Energy (AEIS) stake by 85% in Q1 2026, buying an estimated $491K and bringing the position to 3,679 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #886.

William Blair & Company first reported a position in AEIS in Q2 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • William Blair & Company held 3,679 shares of Advanced Energy worth $1.19M as of Q1 2026.
  • William Blair & Company bought 1,693 Advanced Energy shares in Q1 2026, an estimated $491K.
  • Advanced Energy made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #886 holding.
  • William Blair & Company first reported a position in Advanced Energy in Q2 2025 and has held it in 4 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.