Bouvel Investment Partners, LLC AEHR — AEHR TEST SYS

Ownership history in Bouvel Investment Partners, LLC  ·  11 quarters on record

AI Ownership Summary

Bouvel Investment Partners, LLC reported AEHR TEST SYS (AEHR) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.06% in 2026 Q2. The latest visible filing shows AEHR at 1.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bouvel Investment Partners, LLC'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 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% 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
2024 Q1 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.

AEHR stock page Bouvel Investment Partners, LLC fund profile Bouvel Investment Partners, LLC full holdings
How Bouvel Investment Partners, LLC held AEHR — position size vs. price
% of Fund (quarterly)    AEHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 48,852 -22,972 -32.0% 1.06% $4.7M 2026-07-17 $81.05
2026 Q1 ADDED — — — 71,824 +18,028 +33.5% 0.77% $2.7M 2026-04-10 $70.43
2025 Q4 REDUCED — — — 53,796 -1,281 -2.3% 0.31% $1.1M 2026-01-23 $28.04
2025 Q3 ADDED — — — 55,077 +275 +0.5% 0.51% $1.7M 2025-10-22 $23.68
2025 Q2 REDUCED 5.9% +135.5% ❌ 54,802 -3,431 -5.9% 0.24% $709K 2025-07-11 $14.11
2025 Q1 ADDED — — — 58,233 +644 +1.1% 0.28% $748K 2025-04-17 $8.09
2024 Q4 ADDED — — — 57,589 +1,337 +2.4% 0.35% $958K 2025-01-15 $12.94
2024 Q3 UNCHANGED — — — 56,252 — 0% 0.24% $628K 2024-10-16 $14.22
2024 Q2 ADDED — — — 56,252 +1,658 +3.0% 0.24% $628K 2024-07-12 $15.75
2024 Q1 ADDED — — — 54,594 +25,227 +85.9% 0.29% $677K 2024-04-16 $11.59
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AEHR

As of 2026 Q2 — sorted by position size

Sun Group Wealth Partners 0.99% Capstone Capital Management Ltd 0.94% Fortitude Advisory Group L.L.C. 3Y 0.53% Premier Fund Managers Ltd 3Y 7Y 0.36% Penbrook Management LLC 3Y 7Y 0.32% LAUREL OAK WEALTH MANAGEMENT, LLC 0.25% Malaga Cove Capital, LLC 3Y 7Y 0.15% Winthrop Partners - WNY, LLC 3Y 7Y 0.14% RiverPark Advisors, LLC 3Y 7Y 0.12% Brady Martz Wealth Solutions, LLC 0.08%

FAQ About Bouvel Investment Partners, LLC and AEHR

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

How long has Bouvel Investment Partners, LLC reported owning AEHR?

Bouvel Investment Partners, LLC reported AEHR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AEHR position in Bouvel Investment Partners, LLC's portfolio?

The largest reported portfolio weight for AEHR was 1.06% in 2026 Q2.

What is the latest reported AEHR position on this page?

The most recent filing on this page is 2026 Q2, when Bouvel Investment Partners, LLC reported 48,852 shares, equal to 1.06% of portfolio, with an estimated market value of $4.7M.

What does the chart on this AEHR ownership page compare?

The chart compares Bouvel Investment Partners, LLC'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.

How well did Bouvel Investment Partners, LLC time their AEHR position?

Based on 13F filing dates vs. subsequent AEHR price moves, Bouvel Investment Partners, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on AEHR relative to SPY over the holding period was +49.9%.

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