EWA
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EverSource Wealth Advisors’s Wabtec WAB Stock Holding History

EverSource Wealth Advisors’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 		$361K Sell
1,338
-645
-33% -$171K 0.01% 717
2026
Q1 		$495K Buy
1,983
+312
+19% +$75.4K 0.02% 611
2025
Q4 		$357K Buy
1,671
+64
+4% +$13.1K 0.01% 684
2025
Q3 		$322K Buy
1,607
+184
+13% +$36.3K 0.01% 695
2025
Q2 		$298K Buy
1,423
+537
+61% +$103K 0.01% 673
2025
Q1 		$161K Buy
886
+73
+9% +$14K 0.01% 742
2024
Q4 		$154K Buy
813
+179
+28% +$34.6K 0.01% 759
2024
Q3 		$115K Buy
634
+26
+4% +$4.27K 0.01% 748
2024
Q2 		$98K Buy
608
+263
+76% +$42K 0.01% 805
2024
Q1 		$55.6K Buy
345
+242
+235% +$32.8K ﹤0.01% 935
2023
Q4 		$13.1K Buy
103
+35
+51% +$3.95K ﹤0.01% 1439
2023
Q3 		$7.23K Sell
68
-7
-9% -$780 ﹤0.01% 1540
2023
Q2 		$8.22K Buy
75
+9
+14% +$894 ﹤0.01% 1533
2023
Q1 		$6.67K Sell
66
-5
-7% -$511 ﹤0.01% 1541
2022
Q4 		$7.09K Buy
71
+10
+16% +$956 ﹤0.01% 1464
2022
Q3 		$5K Buy
61
+13
+27% +$1.15K ﹤0.01% 1403
2022
Q2 		$4K Sell
48
-18
-27% -$1.6K ﹤0.01% 1356
2022
Q1 		$6K Buy
66
+18
+38% +$1.67K ﹤0.01% 1204
2021
Q4 		$4K Buy
+48
New +$4.4K ﹤0.01% 1370

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's WAB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Wabtec (WAB) stake by 33% in Q2 2026, selling an estimated $171K and leaving 1,338 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #717.

EverSource Wealth Advisors first reported a position in WAB in Q4 2021 and has held it in 19 quarters since. The position peaked at $495K in Q1 2026. 1,186 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • EverSource Wealth Advisors held 1,338 shares of Wabtec worth $361K as of Q2 2026.
  • EverSource Wealth Advisors sold 645 Wabtec shares in Q2 2026, an estimated $171K.
  • Wabtec made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #717 holding.
  • EverSource Wealth Advisors first reported a position in Wabtec in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Wabtec position peaked at $495K in Q1 2026.
  • 1,186 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.