Elevated Capital Advisors
WAB icon

Elevated Capital Advisors’s Wabtec WAB Stock Holding History

Elevated Capital 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
Q3 		$121K Hold
420
– – 0.04% 190
2026
Q2 		$113K Hold
420
– – 0.03% 277
2026
Q1 		$105K Hold
420
– – 0.03% 279
2025
Q4 		$89.6K Buy
+420
New +$86.3K 0.02% 303

Other funds holding WAB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Santori & Peters Inc
Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Elevated Capital Advisors's WAB Position: Q3 2026 in Review

Elevated Capital Advisors held its Wabtec (WAB) position steady in Q3 2026 at 420 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #190.

Elevated Capital Advisors first reported a position in WAB in Q4 2025 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • Elevated Capital Advisors held 420 shares of Wabtec worth $121K as of Q3 2026.
  • Elevated Capital Advisors left its Wabtec share count unchanged in Q3 2026.
  • Wabtec made up 0.04% of Elevated Capital Advisors's portfolio in Q3 2026, its #190 holding.
  • Elevated Capital Advisors first reported a position in Wabtec in Q4 2025 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.