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Institute for Wealth Management’s Wabtec WAB Stock Holding History

Institute for Wealth 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
2026
Q2 		$174K Buy
+645
New +$171K 0.02% 546
2025
Q1 		– Sell
-1,125
Closed -$213K – 551
2024
Q4 		$213K Buy
+1,125
New +$218K 0.03% 473

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's WAB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Wabtec (WAB) in Q2 2026: 645 shares worth $174K. The stake represents 0.02% of the portfolio and ranks #546 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in WAB as recently as Q4 2024.

Institute for Wealth Management first reported a position in WAB in Q4 2024 and has held it in 2 quarters since. The position peaked at $213K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Institute for Wealth Management held 645 shares of Wabtec worth $174K as of Q2 2026.
  • Wabtec was a new Institute for Wealth Management position in Q2 2026.
  • Wabtec made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Institute for Wealth Management first reported a position in Wabtec in Q4 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Wabtec position peaked at $213K in Q4 2024.
  • 1,194 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.