GoalVest Advisory’s Wabtec WAB Stock Holding History

GoalVest Advisory’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 Q3	$67.5K	Sell	235 -1	-0.4%	-$284	0.01%	195
2026 Q2	$63.6K	Buy	236 +1	+0.4%	+$264	0.01%	187
2026 Q1	$58.7K	Hold	235	–	–	0.01%	208
2025 Q4	$50.2K	Hold	235	–	–	0.01%	244
2025 Q3	$47.1K	Buy	+235	New	+$46.4K	0.01%	227
2023 Q2	–	Sell	-16	Closed	-$1.62K	–	416
2023 Q1	$1.62K	Buy	+16	New	+$1.63K	﹤0.01%	225
2022 Q2	–	Sell	-2	Closed	–	–	545
2022 Q1	$0	Buy	+2	New	+$185	﹤0.01%	507

Other funds holding WAB

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory's WAB Position: Q3 2026 in Review

GoalVest Advisory reduced its Wabtec (WAB) stake by 0.42% in Q3 2026, selling an estimated $284 and leaving 235 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #195.

GoalVest Advisory first reported a position in WAB in Q1 2022 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

GoalVest Advisory held 235 shares of Wabtec worth $67.5K as of Q3 2026.
GoalVest Advisory sold 1 Wabtec share in Q3 2026, an estimated $284.
Wabtec made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #195 holding.
GoalVest Advisory first reported a position in Wabtec in Q1 2022 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.