Creative Planning
AEBI

Creative Planning’s Aebi Schmidt Holding AG AEBI Stock Holding History

Creative Planning’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 		– Sell
-10,520
Closed -$133K – 4221
2025
Q4 		$133K Sell
10,520
-3,053
-22% -$36.4K ﹤0.01% 3664
2025
Q3 		$169K Buy
+13,573
New +$171K ﹤0.01% 3546

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

Creative Planning's AEBI Position: Q1 2026 in Review

Creative Planning sold out of Aebi Schmidt Holding AG (AEBI) in Q1 2026, closing a stake of 10,520 shares — an estimated $133K sold.

Creative Planning first reported a position in AEBI in Q3 2025 and held it in 2 quarters. The position peaked at $169K in Q3 2025. 140 funds tracked by Wall St. Rank hold AEBI as of Q1 2026.

  • Creative Planning reported no remaining Aebi Schmidt Holding AG position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 10,520 Aebi Schmidt Holding AG shares in Q1 2026, an estimated $133K.
  • Creative Planning first reported a position in Aebi Schmidt Holding AG in Q3 2025 and held it in 2 quarters.
  • Creative Planning's Aebi Schmidt Holding AG position peaked at $169K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.