RFP
AEBI

Root Financial Partners’s Aebi Schmidt Holding AG AEBI Stock Holding History

Root Financial Partners’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 		– Sell
-2
Closed -$19 – 3437
2026
Q1 		$19 Buy
+2
New +$27 ﹤0.01% 3440

Other funds holding AEBI

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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

Root Financial Partners's AEBI Position: Q2 2026 in Review

Root Financial Partners sold out of Aebi Schmidt Holding AG (AEBI) in Q2 2026, closing a stake of 2 shares — an estimated $19 sold.

Root Financial Partners first reported a position in AEBI in Q1 2026 and held it in 1 quarter. The position peaked at $19 in Q1 2026. 135 funds tracked by Wall St. Rank hold AEBI as of Q2 2026.

  • Root Financial Partners reported no remaining Aebi Schmidt Holding AG position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Aebi Schmidt Holding AG shares in Q2 2026, an estimated $19.
  • Root Financial Partners first reported a position in Aebi Schmidt Holding AG in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Aebi Schmidt Holding AG position peaked at $19 in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.