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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEIS overviewAll 13F holders of AEISFull Q2 2026 holdings

Shares (Q2 2026)
5,203
Value
$1.94M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AEIS by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,203$1.94M0.2%−250−4.6%ReducedHolders
Q1 20265,453$1.76M0.2%−1,091−16.7%ReducedHolders
Q4 20256,544$1.37M0.2%−1,094−14.3%ReducedHolders
Q3 20257,638$1.30M0.1%+107+1.4%AddedHolders
Q2 20257,531$997.9K0.1%+128+1.7%AddedHolders
Q1 20257,403$705.6K0.1%+276+3.9%AddedHolders
Q4 20247,127$824.1K0.1%+230+3.3%AddedHolders
Q3 20246,897$725.9K0.1%−79−1.1%ReducedHolders
Q2 20246,976$758.7K0.1%00.0%UnchangedHolders
Q1 20246,976$711.4K0.1%+10.0%AddedHolders
Q4 20236,975$759.7K0.1%−140−2.0%ReducedHolders
Q3 20237,115$733.7K0.1%+175+2.5%AddedHolders
Q2 20236,940$773.3K0.1%+8+0.1%AddedHolders
Q1 20236,932$679.3K0.1%+21+0.3%AddedHolders
Q4 20226,911$592.9K0.1%00.0%UnchangedHolders
Q3 20226,911$535.0K0.1%00.0%UnchangedHolders
Q2 20226,911$504.0K0.1%+10.0%AddedHolders
Q1 20226,910$595.0K0.1%−4,170−37.6%ReducedHolders
Q4 202111,080$1.01M0.1%+23+0.2%AddedHolders
Q3 202111,057$970.0K0.1%00.0%UnchangedHolders
Q2 202111,057$1.25M0.2%00.0%UnchangedHolders
Q1 202111,057$1.21M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.