Corient Private Wealth
AEBI

Corient Private Wealth’s Aebi Schmidt Holding AG AEBI Stock Holding History

Corient Private Wealth’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 		$438K Sell
45,119
-41,885
-48% -$574K ﹤0.01% 2101
2025
Q4 		$1.1M Buy
87,004
+43,812
+101% +$523K ﹤0.01% 1835
2025
Q3 		$539K Buy
+43,192
New +$543K ﹤0.01% 1758

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

Corient Private Wealth's AEBI Position: Q1 2026 in Review

Corient Private Wealth reduced its Aebi Schmidt Holding AG (AEBI) stake by 48% in Q1 2026, selling an estimated $574K and leaving 45,119 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Corient Private Wealth first reported a position in AEBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 140 funds tracked by Wall St. Rank hold AEBI as of Q1 2026.

  • Corient Private Wealth held 45,119 shares of Aebi Schmidt Holding AG worth $438K as of Q1 2026.
  • Corient Private Wealth sold 41,885 Aebi Schmidt Holding AG shares in Q1 2026, an estimated $574K.
  • Aebi Schmidt Holding AG made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2101 holding.
  • Corient Private Wealth first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Aebi Schmidt Holding AG position peaked at $1.1M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.