CTWM
WAB icon

Cherry Tree Wealth Management’s Wabtec WAB Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-1
Closed -$182 – 760
2025
Q1 		$182 Hold
1
– – ﹤0.01% 754
2024
Q4 		$190 Hold
1
– – ﹤0.01% 640
2024
Q3 		$182 Hold
1
– – ﹤0.01% 609
2024
Q2 		$159 Hold
1
– – ﹤0.01% 591
2024
Q1 		$146 Hold
1
– – ﹤0.01% 589
2023
Q4 		$127 Hold
1
– – ﹤0.01% 588
2023
Q3 		$107 Hold
1
– – ﹤0.01% 581
2023
Q2 		$110 Buy
+1
New +$99 ﹤0.01% 605

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

Cherry Tree Wealth Management's WAB Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Wabtec (WAB) in Q2 2025, closing a stake of 1 share — an estimated $182 sold.

Cherry Tree Wealth Management first reported a position in WAB in Q2 2023 and held it in 8 quarters. The position peaked at $190 in Q4 2024. 1,120 funds tracked by Wall St. Rank hold WAB as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Wabtec position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1 Wabtec share in Q2 2025, an estimated $182.
  • Cherry Tree Wealth Management first reported a position in Wabtec in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's Wabtec position peaked at $190 in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held Wabtec as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.