AWA
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Arkadios Wealth Advisors’s Wabtec WAB Stock Holding History

Arkadios Wealth Advisors’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Buy
18,719
+212
+1% +$51.3K 0.08% 274
2025
Q4 		$3.95M Buy
18,507
+1,835
+11% +$377K 0.08% 268
2025
Q3 		$3.34M Buy
16,672
+4,843
+41% +$956K 0.08% 266
2025
Q2 		$2.48M Buy
+11,829
New +$2.27M 0.07% 292
2021
Q4 		– Sell
-47
Closed -$4K – 1770
2021
Q3 		$4K Sell
47
-23
-33% -$1.98K ﹤0.01% 1676
2021
Q2 		$5K Buy
70
+8
+13% +$649 ﹤0.01% 1744
2021
Q1 		$4K Buy
62
+19
+44% +$1.48K ﹤0.01% 1434
2020
Q4 		$3K Sell
43
-3
-7% -$205 ﹤0.01% 1226
2020
Q3 		$2.92K Hold
46
– – ﹤0.01% 910
2020
Q2 		$2.74K Sell
46
-2
-4% -$113 ﹤0.01% 850
2020
Q1 		$2.31K Sell
48
-6
-11% -$412 ﹤0.01% 906
2019
Q4 		$4.19K Buy
+54
New +$4K ﹤0.01% 723

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return