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
Q2 		$11M Sell
874,863
-44,607
-5% -$527K 0.11% 135
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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

NewEdge Wealth's AEBI Position: Q2 2026 in Review

NewEdge Wealth reduced its Aebi Schmidt Holding AG (AEBI) stake by 4.9% in Q2 2026, selling an estimated $527K and leaving 874,863 shares worth $11M. The position accounts for 0.11% of the portfolio, ranked #135.

NewEdge Wealth first reported a position in AEBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.7M in Q3 2025. 135 funds tracked by Wall St. Rank hold AEBI as of Q2 2026.

  • NewEdge Wealth held 874,863 shares of Aebi Schmidt Holding AG worth $11M as of Q2 2026.
  • NewEdge Wealth sold 44,607 Aebi Schmidt Holding AG shares in Q2 2026, an estimated $527K.
  • Aebi Schmidt Holding AG made up 0.11% of NewEdge Wealth's portfolio in Q2 2026, its #135 holding.
  • NewEdge Wealth first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Aebi Schmidt Holding AG position peaked at $14.7M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.