Cornerstone Planning Group’s Wabtec WAB Stock Holding History

Cornerstone Planning Group’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	$15.3K	Buy	59 +31	+111%	+$7.5K	﹤0.01%	761
2025 Q4	$6.41K	Sell	28 -3,325	-99%	-$683K	﹤0.01%	908
2025 Q3	$343K	Buy	3,353 +3,333	+16,665%	+$658K	0.05%	107
2025 Q2	$3.78K	Buy	20 +11	+122%	+$2.12K	﹤0.01%	790
2025 Q1	$1.64K	Sell	9 -2	-18%	-$384	﹤0.01%	1033
2024 Q4	$2.25K	Buy	11 +4	+57%	+$774	﹤0.01%	769
2024 Q3	$1.33K	Sell	7 -5	-42%	-$820	﹤0.01%	872
2024 Q2	$1.65K	Buy	12 +5	+71%	+$799	﹤0.01%	823
2024 Q1	$1.14K	Hold	7	–	–	﹤0.01%	753
2023 Q4	$888	Hold	7	–	–	﹤0.01%	729
2023 Q3	$744	Buy	7 +6	+600%	+$668	﹤0.01%	841
2023 Q2	$110	Buy	+1	New	+$99	﹤0.01%	1539
2022 Q4	$201	Buy	+2	New	+$191	﹤0.01%	1514

Other funds holding WAB

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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