Heritage Wealth Advisors’s Wabtec WAB Stock Holding History

Heritage 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	$5.93K	Sell	22 -31	-58%	-$8.2K	﹤0.01%	559
2026 Q1	$13.2K	Buy	53 +31	+141%	+$7.5K	﹤0.01%	495
2025 Q4	$4.7K	Hold	22	–	–	﹤0.01%	500
2025 Q3	$4.41K	Hold	22	–	–	﹤0.01%	477
2025 Q2	$4.61K	Hold	22	–	–	﹤0.01%	469
2025 Q1	$3.99K	Sell	22 -3	-12%	-$575	﹤0.01%	469
2024 Q4	$4.74K	Buy	25 +3	+14%	+$581	﹤0.01%	496
2024 Q3	$4K	Buy	22 +16	+267%	+$2.63K	﹤0.01%	505
2024 Q2	$948	Hold	6	–	–	﹤0.01%	488
2024 Q1	$874	Hold	6	–	–	﹤0.01%	511
2023 Q4	$761	Hold	6	–	–	﹤0.01%	519
2023 Q3	$638	Hold	6	–	–	﹤0.01%	481
2023 Q2	$658	Hold	6	–	–	﹤0.01%	521
2023 Q1	$606	Buy	+6	New	+$613	﹤0.01%	543
2021 Q1	–	Sell	-150	Closed	-$11K	–	593
2020 Q4	$11K	Sell	150 -2	-1%	-$137	﹤0.01%	449
2020 Q3	$9.41K	Buy	+152	New	+$9.75K	﹤0.01%	397
2020 Q2	–	Sell	-6	Closed	-$289	–	453
2020 Q1	$289	Hold	6	–	–	﹤0.01%	435
2019 Q4	$467	Sell	6 -75	-93%	-$5.55K	﹤0.01%	700
2019 Q3	$5K	Sell	81 -15	-16%	-$1.07K	﹤0.01%	412
2019 Q2	$6.89K	Sell	96 -616	-87%	-$43.7K	﹤0.01%	408
2019 Q1	$52.5K	Buy	+712	New	+$51.3K	0.01%	224

Other funds holding WAB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Wabtec (WAB) stake by 58% in Q2 2026, selling an estimated $8.2K and leaving 22 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Heritage Wealth Advisors first reported a position in WAB in Q1 2019 and has held it in 21 quarters since. The position peaked at $52.5K in Q1 2019. 1,189 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

Heritage Wealth Advisors held 22 shares of Wabtec worth $5.93K as of Q2 2026.
Heritage Wealth Advisors sold 31 Wabtec shares in Q2 2026, an estimated $8.2K.
Wabtec made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #559 holding.
Heritage Wealth Advisors first reported a position in Wabtec in Q1 2019 and has held it in 21 quarters since.
Heritage Wealth Advisors's Wabtec position peaked at $52.5K in Q1 2019.
1,189 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.