EWA
AEBI

EverSource Wealth Advisors’s Aebi Schmidt Holding AG AEBI Stock Holding History

EverSource Wealth 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 		$2.35K Sell
187
-117
-38% -$1.38K ﹤0.01% 3662
2026
Q1 		$2.95K Sell
304
-5
-2% -$69 ﹤0.01% 3498
2025
Q4 		$3.91K Hold
309
– – ﹤0.01% 3215
2025
Q3 		$3.85K Buy
+309
New +$3.89K ﹤0.01% 3265

Other funds holding AEBI

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's AEBI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Aebi Schmidt Holding AG (AEBI) stake by 38% in Q2 2026, selling an estimated $1.38K and leaving 187 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

EverSource Wealth Advisors first reported a position in AEBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.91K in Q4 2025. 23 funds tracked by Wall St. Rank hold AEBI as of Q2 2026.

  • EverSource Wealth Advisors held 187 shares of Aebi Schmidt Holding AG worth $2.35K as of Q2 2026.
  • EverSource Wealth Advisors sold 117 Aebi Schmidt Holding AG shares in Q2 2026, an estimated $1.38K.
  • Aebi Schmidt Holding AG made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3662 holding.
  • EverSource Wealth Advisors first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Aebi Schmidt Holding AG position peaked at $3.91K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.