CPG
AEBI

Cornerstone Planning Group’s Aebi Schmidt Holding AG AEBI Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-77
Closed -$10.3K – 1869
2025
Q3 		$10.3K Buy
+77
New +$969 ﹤0.01% 771

Other funds holding AEBI

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $6.73T AUM 46.02% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Cornerstone Planning Group's AEBI Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Aebi Schmidt Holding AG (AEBI) in Q4 2025, closing a stake of 77 shares — an estimated $10.3K sold.

Cornerstone Planning Group first reported a position in AEBI in Q3 2025 and held it in 1 quarter. The position peaked at $10.3K in Q3 2025. 126 funds tracked by Wall St. Rank hold AEBI as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Aebi Schmidt Holding AG position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 77 Aebi Schmidt Holding AG shares in Q4 2025, an estimated $10.3K.
  • Cornerstone Planning Group first reported a position in Aebi Schmidt Holding AG in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Aebi Schmidt Holding AG position peaked at $10.3K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.