EFS
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Essex Financial Services’s Wabtec WAB Stock Holding History

Essex Financial Services’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 		$533K Buy
1,977
+145
+8% +$38.3K 0.03% 469
2026
Q1 		$458K Sell
1,832
-82
-4% -$19.8K 0.03% 479
2025
Q4 		$409K Buy
1,914
+246
+15% +$50.5K 0.02% 496
2025
Q3 		$334K Buy
1,668
+82
+5% +$16.2K 0.02% 546
2025
Q2 		$332K Sell
1,586
-255
-14% -$49K 0.02% 520
2025
Q1 		$334K Buy
1,841
+79
+4% +$15.1K 0.02% 473
2024
Q4 		$334K Buy
1,762
+64
+4% +$12.4K 0.02% 462
2024
Q3 		$322K Buy
1,698
+27
+2% +$4.43K 0.02% 470
2024
Q2 		$259K Buy
+1,671
New +$267K 0.02% 523

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 $3.38T AUM 44.17% 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

Essex Financial Services's WAB Position: Q2 2026 in Review

Essex Financial Services increased its Wabtec (WAB) stake by 7.9% in Q2 2026, buying an estimated $38.3K and bringing the position to 1,977 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #469.

Essex Financial Services first reported a position in WAB in Q2 2024 and has held it in 9 quarters since. 1,194 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Essex Financial Services held 1,977 shares of Wabtec worth $533K as of Q2 2026.
  • Essex Financial Services bought 145 Wabtec shares in Q2 2026, an estimated $38.3K.
  • Wabtec made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #469 holding.
  • Essex Financial Services first reported a position in Wabtec in Q2 2024 and has held it in 9 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.