Estate Planners Group’s Wabtec WAB Stock Holding History

Estate Planners 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	–	Sell	-1	Closed	-$213	–	416
2025 Q4	$213	Buy	+1	New	+$205	﹤0.01%	447

Other funds holding WAB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Estate Planners Group's WAB Position: Q1 2026 in Review

Estate Planners Group sold out of Wabtec (WAB) in Q1 2026, closing a stake of 1 share — an estimated $213 sold.

Estate Planners Group first reported a position in WAB in Q4 2025 and held it in 1 quarter. The position peaked at $213 in Q4 2025. 1,163 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

Estate Planners Group reported no remaining Wabtec position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1 Wabtec share in Q1 2026, an estimated $213.
Estate Planners Group first reported a position in Wabtec in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Wabtec position peaked at $213 in Q4 2025.
1,163 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.