Evergreen Wealth Solutions’s Wabtec WAB Stock Holding History

Evergreen Wealth Solutions’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	$336K	Hold	1,346	–	–	0.02%	311
2025 Q4	$287K	Sell	1,346 -11	-0.8%	-$2.26K	0.04%	173
2025 Q3	$272K	Sell	1,357 -10	-0.7%	-$1.97K	0.15%	99
2025 Q2	$286K	Buy	+1,367	New	+$263K	0.17%	94
2024 Q4	–	Sell	-1,113	Closed	-$202K	–	118
2024 Q3	$202K	Buy	+1,113	New	+$183K	0.14%	103
2024 Q2	–	Sell	-1,985	Closed	-$289K	–	133
2024 Q1	$289K	Sell	1,985 -466	-19%	-$63.1K	0.21%	91
2023 Q4	$311K	Buy	2,451 +42	+2%	+$4.74K	0.27%	85
2023 Q3	$256K	Sell	2,409 -72	-3%	-$8.02K	0.26%	85
2023 Q2	$272K	Buy	2,481 +250	+11%	+$24.8K	0.27%	83
2023 Q1	$225K	Sell	2,231 -248	-10%	-$25.3K	0.26%	91
2022 Q4	$247K	Buy	+2,479	New	+$237K	0.33%	78

Other funds holding WAB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Evergreen Wealth Solutions's WAB Position: Q1 2026 in Review

Evergreen Wealth Solutions held its Wabtec (WAB) position steady in Q1 2026 at 1,346 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #311.

Evergreen Wealth Solutions first reported a position in WAB in Q4 2022 and has held it in 11 quarters since. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

Evergreen Wealth Solutions held 1,346 shares of Wabtec worth $336K as of Q1 2026.
Evergreen Wealth Solutions left its Wabtec share count unchanged in Q1 2026.
Wabtec made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #311 holding.
Evergreen Wealth Solutions first reported a position in Wabtec in Q4 2022 and has held it in 11 quarters since.
1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.