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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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 $19.5B AUM 17.33% 1-Year Est. Return

Essex Financial Services's WAB Position: Q1 2026 in Review

Essex Financial Services reduced its Wabtec (WAB) stake by 4.3% in Q1 2026, selling an estimated $19.8K and leaving 1,832 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #479.

Essex Financial Services first reported a position in WAB in Q2 2024 and has held it in 8 quarters since. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Essex Financial Services held 1,832 shares of Wabtec worth $458K as of Q1 2026.
  • Essex Financial Services sold 82 Wabtec shares in Q1 2026, an estimated $19.8K.
  • Wabtec made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #479 holding.
  • Essex Financial Services first reported a position in Wabtec in Q2 2024 and has held it in 8 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.