AWS
WAB icon

Atria Wealth Solutions’s Wabtec WAB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$714K Buy
3,410
+1,054
+45% +$203K 0.02% 772
2025
Q1 		$427K Sell
2,356
-7,153
-75% -$1.37M 0.01% 1274
2024
Q4 		$1.8M Buy
9,509
+804
+9% +$156K 0.02% 684
2024
Q3 		$1.58M Sell
8,705
-440
-5% -$72.2K 0.02% 726
2024
Q2 		$1.45M Sell
9,145
-2,806
-23% -$448K 0.02% 746
2024
Q1 		$1.74M Buy
11,951
+294
+3% +$39.8K 0.02% 688
2023
Q4 		$1.48M Buy
11,657
+5,184
+80% +$585K 0.02% 711
2023
Q3 		$688K Sell
6,473
-90
-1% -$10K 0.01% 989
2023
Q2 		$720K Buy
6,563
+517
+9% +$51.3K 0.01% 991
2023
Q1 		$611K Sell
6,046
-5
-0.1% -$511 0.01% 1023
2022
Q4 		$604K Buy
6,051
+952
+19% +$91K 0.01% 989
2022
Q3 		$415K Buy
5,099
+2,142
+72% +$189K 0.01% 1134
2022
Q2 		$243K Sell
2,957
-566
-16% -$50.4K ﹤0.01% 1335
2022
Q1 		$339K Buy
+3,523
New +$326K 0.01% 1258

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atria Wealth Solutions's WAB Position: Q2 2025 in Review

Atria Wealth Solutions increased its Wabtec (WAB) stake by 45% in Q2 2025, buying an estimated $203K and bringing the position to 3,410 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #772.

Atria Wealth Solutions first reported a position in WAB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q4 2024. 1,120 funds tracked by Wall St. Rank hold WAB as of Q2 2025.

  • Atria Wealth Solutions held 3,410 shares of Wabtec worth $714K as of Q2 2025.
  • Atria Wealth Solutions bought 1,054 Wabtec shares in Q2 2025, an estimated $203K.
  • Wabtec made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #772 holding.
  • Atria Wealth Solutions first reported a position in Wabtec in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Wabtec position peaked at $1.8M in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held Wabtec as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.