NW
AEBI

NewEdge Wealth’s Aebi Schmidt Holding AG AEBI Stock Holding History

NewEdge 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 		$8.93M Sell
919,470
-222,081
-19% -$3.04M 0.11% 137
2025
Q4 		$14.4M Sell
1,141,551
-196,299
-15% -$2.34M 0.16% 109
2025
Q3 		$14.7M Buy
+1,337,850
New +$16.8M 0.21% 97

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Wealth's AEBI Position: Q1 2026 in Review

NewEdge Wealth reduced its Aebi Schmidt Holding AG (AEBI) stake by 19% in Q1 2026, selling an estimated $3.04M and leaving 919,470 shares worth $8.93M. The position accounts for 0.11% of the portfolio, ranked #137.

NewEdge Wealth first reported a position in AEBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.7M in Q3 2025. 140 funds tracked by Wall St. Rank hold AEBI as of Q1 2026.

  • NewEdge Wealth held 919,470 shares of Aebi Schmidt Holding AG worth $8.93M as of Q1 2026.
  • NewEdge Wealth sold 222,081 Aebi Schmidt Holding AG shares in Q1 2026, an estimated $3.04M.
  • Aebi Schmidt Holding AG made up 0.11% of NewEdge Wealth's portfolio in Q1 2026, its #137 holding.
  • NewEdge Wealth first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's Aebi Schmidt Holding AG position peaked at $14.7M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.