Copia Wealth Management’s Wabtec WAB Stock Holding History

Copia 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	-5	Closed	-$907	–	495
2025 Q1	$907	Buy	+5	New	+$959	﹤0.01%	404

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Copia Wealth Management's WAB Position: Q2 2025 in Review

Copia Wealth Management sold out of Wabtec (WAB) in Q2 2025, closing a stake of 5 shares — an estimated $907 sold.

Copia Wealth Management first reported a position in WAB in Q1 2025 and held it in 1 quarter. The position peaked at $907 in Q1 2025. 1,118 funds tracked by Wall St. Rank hold WAB as of Q2 2025.

Copia Wealth Management reported no remaining Wabtec position as of Q2 2025 after selling out during the quarter.
Copia Wealth Management sold 5 Wabtec shares in Q2 2025, an estimated $907.
Copia Wealth Management first reported a position in Wabtec in Q1 2025 and held it in 1 quarter.
Copia Wealth Management's Wabtec position peaked at $907 in Q1 2025.
1,118 funds tracked by Wall St. Rank held Wabtec as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.