Freedom Investment Management’s Wabtec WAB Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-3,766	Closed	-$788K	–	710
2025 Q2	$788K	Sell	3,766 -963	-20%	-$185K	0.06%	309
2025 Q1	$858K	Buy	4,729 +127	+3%	+$24.4K	0.07%	282
2024 Q4	$872K	Sell	4,602 -849	-16%	-$164K	0.07%	276
2024 Q3	$991K	Sell	5,451 -367	-6%	-$60.2K	0.08%	243
2024 Q2	$920K	Sell	5,818 -1,440	-20%	-$230K	0.08%	256
2024 Q1	$1.06M	Sell	7,258 -820	-10%	-$111K	0.08%	229
2023 Q4	$1.03M	Buy	+8,078	New	+$912K	0.08%	239
2023 Q2	–	Sell	-2,282	Closed	-$231K	–	780
2023 Q1	$231K	Sell	2,282 -5	-0.2%	-$511	0.03%	618
2022 Q4	$228K	Sell	2,287 -522	-19%	-$49.9K	0.03%	633
2022 Q3	$229K	Buy	+2,809	New	+$248K	0.03%	635
2022 Q2	–	Sell	-3,029	Closed	-$291K	–	843
2022 Q1	$291K	Sell	3,029 -1,566	-34%	-$145K	0.03%	622
2021 Q4	$423K	Sell	4,595 -162	-3%	-$14.9K	0.03%	581
2021 Q3	$410K	Sell	4,757 -537	-10%	-$46.2K	0.03%	563
2021 Q2	$436K	Buy	5,294 +88	+2%	+$7.14K	0.03%	578
2021 Q1	$412K	Buy	5,206 +1,949	+60%	+$151K	0.03%	585
2020 Q4	$238K	Buy	+3,257	New	+$223K	0.03%	530

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return