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EP Wealth Advisors’s Wabtec WAB Stock Holding History

EP Wealth 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
Q2 		$613K Sell
2,275
-1,091
-32% -$288K ﹤0.01% 945
2026
Q1 		$841K Sell
3,366
-276
-8% -$66.7K ﹤0.01% 698
2025
Q4 		$777K Buy
+3,642
New +$748K ﹤0.01% 696
2025
Q2 		$849K Buy
4,055
+313
+8% +$60.2K 0.01% 612
2025
Q1 		$679K Buy
3,742
+196
+6% +$37.6K 0.01% 607
2024
Q4 		$672K Buy
3,546
+70
+2% +$13.5K 0.01% 602
2024
Q3 		$632K Buy
+3,476
New +$570K 0.01% 621

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's WAB Position: Q2 2026 in Review

EP Wealth Advisors reduced its Wabtec (WAB) stake by 32% in Q2 2026, selling an estimated $288K and leaving 2,275 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

EP Wealth Advisors first reported a position in WAB in Q3 2024 and has held it in 7 quarters since. The position peaked at $849K in Q2 2025. 1,186 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • EP Wealth Advisors held 2,275 shares of Wabtec worth $613K as of Q2 2026.
  • EP Wealth Advisors sold 1,091 Wabtec shares in Q2 2026, an estimated $288K.
  • Wabtec made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #945 holding.
  • EP Wealth Advisors first reported a position in Wabtec in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Wabtec position peaked at $849K in Q2 2025.
  • 1,186 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.