CA
AEBI

CSM Advisors’s Aebi Schmidt Holding AG AEBI Stock Holding History

CSM Advisors’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
Q2 		$8.94M Buy
712,010
+175,391
+33% +$2.07M 0.19% 124
2026
Q1 		$5.21M Buy
536,619
+41,767
+8% +$573K 0.13% 181
2025
Q4 		$6.26M Buy
494,852
+69,021
+16% +$824K 0.17% 135
2025
Q3 		$5.31M Buy
+425,831
New +$5.36M 0.15% 159

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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSM Advisors's AEBI Position: Q2 2026 in Review

CSM Advisors increased its Aebi Schmidt Holding AG (AEBI) stake by 33% in Q2 2026, buying an estimated $2.07M and bringing the position to 712,010 shares worth $8.94M. The position accounts for 0.19% of the portfolio, ranked #124.

CSM Advisors first reported a position in AEBI in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold AEBI as of Q2 2026.

  • CSM Advisors held 712,010 shares of Aebi Schmidt Holding AG worth $8.94M as of Q2 2026.
  • CSM Advisors bought 175,391 Aebi Schmidt Holding AG shares in Q2 2026, an estimated $2.07M.
  • Aebi Schmidt Holding AG made up 0.19% of CSM Advisors's portfolio in Q2 2026, its #124 holding.
  • CSM Advisors first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.