Carson Wealth (CWM LLC)
AEBI

Carson Wealth (CWM LLC)’s Aebi Schmidt Holding AG AEBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AEBI Stock Details AEBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6K Buy
1,705
+17
+1% +$233 ﹤0.01% 4527
2025
Q4 		$21K Buy
1,688
+31
+2% +$370 ﹤0.01% 4157
2025
Q3 		$21K Buy
+1,657
New +$20.8K ﹤0.01% 4108

Other funds holding AEBI

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AEBI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Aebi Schmidt Holding AG (AEBI) stake by 1% in Q1 2026, buying an estimated $233 and bringing the position to 1,705 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4527.

Carson Wealth (CWM LLC) first reported a position in AEBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $21K in Q4 2025. 140 funds tracked by Wall St. Rank hold AEBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,705 shares of Aebi Schmidt Holding AG worth $16.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17 Aebi Schmidt Holding AG shares in Q1 2026, an estimated $233.
  • Aebi Schmidt Holding AG made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4527 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Aebi Schmidt Holding AG position peaked at $21K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.