True Wealth Design
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True Wealth Design’s Aebi Schmidt Holding AG AEBI Stock Holding History

True Wealth Design’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
-3
Closed -$30 – 2935
2026
Q1 		$30 Hold
3
– – ﹤0.01% 2609
2025
Q4 		$38 Buy
+3
New +$36 ﹤0.01% 2438

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
Medina Value Partners
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
Zuckerman Investment Group
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
Royce & Associates
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
NewEdge Wealth
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

True Wealth Design's AEBI Position: Q2 2026 in Review

True Wealth Design sold out of Aebi Schmidt Holding AG (AEBI) in Q2 2026, closing a stake of 3 shares — an estimated $30 sold.

True Wealth Design first reported a position in AEBI in Q4 2025 and held it in 2 quarters. The position peaked at $38 in Q4 2025. 135 funds tracked by Wall St. Rank hold AEBI as of Q2 2026.

  • True Wealth Design reported no remaining Aebi Schmidt Holding AG position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 3 Aebi Schmidt Holding AG shares in Q2 2026, an estimated $30.
  • True Wealth Design first reported a position in Aebi Schmidt Holding AG in Q4 2025 and held it in 2 quarters.
  • True Wealth Design's Aebi Schmidt Holding AG position peaked at $38 in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.