Evercore Wealth Management’s Wabtec WAB Stock Holding History

Evercore Wealth Management’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	$584K	Sell	2,166 -55	-2%	-$14.5K	0.01%	276
2026 Q1	$555K	Hold	2,221	–	–	0.01%	266
2025 Q4	$474K	Sell	2,221 -100	-4%	-$20.5K	0.01%	292
2025 Q3	$465K	Hold	2,321	–	–	0.01%	303
2025 Q2	$486K	Sell	2,321 -14	-0.6%	-$2.69K	0.01%	283
2025 Q1	$423K	Hold	2,335	–	–	0.01%	292
2024 Q4	$443K	Hold	2,335	–	–	0.01%	294
2024 Q3	$424K	Hold	2,335	–	–	0.01%	292
2024 Q2	$369K	Sell	2,335 -16	-0.7%	-$2.56K	0.01%	313
2024 Q1	$342K	Sell	2,351 -221	-9%	-$29.9K	0.01%	323
2023 Q4	$326K	Buy	2,572 +20	+0.8%	+$2.26K	0.01%	329
2023 Q3	$271K	Sell	2,552 -108	-4%	-$12K	0.01%	339
2023 Q2	$292K	Sell	2,660 -273	-9%	-$27.1K	0.01%	336
2023 Q1	$296K	Sell	2,933 -268	-8%	-$27.4K	0.01%	326
2022 Q4	$319K	Sell	3,201 -25	-0.8%	-$2.39K	0.01%	314
2022 Q3	$262K	Buy	3,226 +365	+13%	+$32.2K	0.01%	332
2022 Q2	$235K	Hold	2,861	–	–	0.01%	355
2022 Q1	$275K	Sell	2,861 -99	-3%	-$9.17K	﹤0.01%	371
2021 Q4	$273K	Hold	2,960	–	–	﹤0.01%	375
2021 Q3	$255K	Sell	2,960 -63	-2%	-$5.42K	﹤0.01%	389
2021 Q2	$249K	Sell	3,023 -55	-2%	-$4.46K	﹤0.01%	393
2021 Q1	$244K	Sell	3,078 -979	-24%	-$76K	﹤0.01%	401
2020 Q4	$297K	Hold	4,057	–	–	0.01%	359
2020 Q3	$251K	Sell	4,057 -3	-0.1%	-$192	0.01%	331
2020 Q2	$233K	Sell	4,060 -1,036	-20%	-$58.7K	0.01%	339
2020 Q1	$245K	Sell	5,096 -59	-1%	-$4.05K	0.01%	318
2019 Q4	$401K	Sell	5,155 -68	-1%	-$5.03K	0.01%	309
2019 Q3	$376K	Sell	5,223 -114	-2%	-$8.11K	0.01%	300
2019 Q2	$383K	Sell	5,337 -588	-10%	-$41.7K	0.01%	310
2019 Q1	$437K	Buy	5,925 +990	+20%	+$71.4K	0.01%	286
2018 Q4	$347K	Hold	4,935	–	–	0.01%	284
2018 Q3	$518K	Buy	+4,935	New	+$532K	0.02%	274
2018 Q1	–	Sell	-2,000	Closed	-$163K	–	792
2017 Q4	$163K	Hold	2,000	–	–	0.01%	391
2017 Q3	$151K	Hold	2,000	–	–	0.01%	400
2017 Q2	$183K	Sell	2,000 -310	-13%	-$25.8K	0.01%	380
2017 Q1	$180K	Sell	2,310 -860	-27%	-$71K	0.01%	384
2016 Q4	$263K	Buy	3,170 +1,060	+50%	+$87.4K	0.01%	324
2016 Q3	$172K	Buy	2,110 +110	+6%	+$8.07K	0.01%	401
2016 Q2	$140K	Hold	2,000	–	–	0.01%	418
2016 Q1	$159K	Sell	2,000 -1,700	-46%	-$118K	0.01%	396
2015 Q4	$263K	Sell	3,700 -368	-9%	-$29.4K	0.01%	327
2015 Q3	$358K	Hold	4,068	–	–	0.02%	304
2015 Q2	$383K	Buy	4,068 +1,665	+69%	+$163K	0.02%	311
2015 Q1	$228K	Buy	2,403 +35	+1%	+$3.16K	0.01%	392
2014 Q4	$206K	Buy	2,368 +368	+18%	+$31K	0.01%	357
2014 Q3	$162K	Hold	2,000	–	–	0.01%	434
2014 Q2	$165K	Hold	2,000	–	–	0.01%	419
2014 Q1	$155K	Hold	2,000	–	–	0.01%	412
2013 Q4	$149K	Hold	2,000	–	–	0.01%	399
2013 Q3	$126K	Hold	2,000	–	–	0.01%	457
2013 Q2	$107K	Buy	+2,000	New	+$105K	0.01%	484

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evercore Wealth Management's WAB Position: Q2 2026 in Review

Evercore Wealth Management reduced its Wabtec (WAB) stake by 2.5% in Q2 2026, selling an estimated $14.5K and leaving 2,166 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #276.

Evercore Wealth Management first reported a position in WAB in Q2 2013 and has held it in 51 quarters since. 1,186 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

Evercore Wealth Management held 2,166 shares of Wabtec worth $584K as of Q2 2026.
Evercore Wealth Management sold 55 Wabtec shares in Q2 2026, an estimated $14.5K.
Wabtec made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #276 holding.
Evercore Wealth Management first reported a position in Wabtec in Q2 2013 and has held it in 51 quarters since.
1,186 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.