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Heritage Family Offices’s Wabtec WAB Stock Holding History

Heritage Family Offices’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 		$278K Buy
1,033
+34
+3% +$8.99K 0.11% 171
2026
Q1 		$250K Buy
+999
New +$242K 0.11% 165

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

Heritage Family Offices's WAB Position: Q2 2026 in Review

Heritage Family Offices increased its Wabtec (WAB) stake by 3.4% in Q2 2026, buying an estimated $8.99K and bringing the position to 1,033 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #171.

Heritage Family Offices first reported a position in WAB in Q1 2026 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Heritage Family Offices held 1,033 shares of Wabtec worth $278K as of Q2 2026.
  • Heritage Family Offices bought 34 Wabtec shares in Q2 2026, an estimated $8.99K.
  • Wabtec made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #171 holding.
  • Heritage Family Offices first reported a position in Wabtec in Q1 2026 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.