HWA
WAB icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return