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

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $342M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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. 9 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.
9 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.