Sun Group Wealth Partners AEHR β€” AEHR TEST SYS

Ownership history in Sun Group Wealth Partners  Β·  3 quarters on record

AI Ownership Summary

Sun Group Wealth Partners reported AEHR TEST SYS (AEHR) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.99% in 2026 Q2. The latest visible filing shows AEHR at 0.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sun Group Wealth Partners's position in AEHR TEST SYS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AEHR was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sun Group Wealth Partners held AEHR β€” position size vs. price
% of Fund (quarterly)    AEHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 15,067 -2,864 -16.0% 0.99% $1.4M 2026-07-23 $88.51
2026 Q1 ADDED β€” β€” β€” 17,931 +370 +2.1% 0.52% $665K 2026-05-06 $96.73
2025 Q4 INITIATED β€” β€” β€” 17,561 β€” β€” 0.28% $355K 2026-02-17 $28.49

FAQ About Sun Group Wealth Partners and AEHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sun Group Wealth Partners reported owning AEHR?

Sun Group Wealth Partners reported AEHR across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported AEHR position in Sun Group Wealth Partners's portfolio?

The largest reported portfolio weight for AEHR was 0.99% in 2026 Q2.

What is the latest reported AEHR position on this page?

The most recent filing on this page is 2026 Q2, when Sun Group Wealth Partners reported 15,067 shares, equal to 0.99% of portfolio, with an estimated market value of $1.4M.

What does the chart on this AEHR ownership page compare?

The chart compares Sun Group Wealth Partners's quarterly AEHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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