Iron Horse Wealth Management’s Wabtec WAB Stock Holding History

Iron Horse 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
2025 Q2	$628	Hold	3	–	–	﹤0.01%	545
2025 Q1	$544	Hold	3	–	–	﹤0.01%	550
2024 Q4	$569	Hold	3	–	–	﹤0.01%	458
2024 Q3	$545	Hold	3	–	–	﹤0.01%	461
2024 Q2	$474	Hold	3	–	–	﹤0.01%	442
2024 Q1	$437	Sell	3 -4	-57%	-$542	﹤0.01%	431
2023 Q4	$888	Sell	7 -1	-13%	-$113	﹤0.01%	438
2023 Q3	$850	Sell	8 -1	-11%	-$111	﹤0.01%	442
2023 Q2	$987	Hold	9	–	–	﹤0.01%	267
2023 Q1	$910	Sell	9 -1	-10%	-$102	﹤0.01%	303
2022 Q4	$1K	Buy	10 +4	+67%	+$382	﹤0.01%	235
2022 Q3	$0	Sell	6 -4	-40%	-$353	﹤0.01%	292
2022 Q2	$1K	Sell	10 -1	-9%	-$89	﹤0.01%	241
2022 Q1	$1K	Buy	11 +1	+10%	+$93	﹤0.01%	214
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	205
2021 Q3	$1K	Sell	10 -1	-9%	-$86	﹤0.01%	194
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	185
2021 Q1	$1K	Sell	11 -2	-15%	-$155	﹤0.01%	178
2020 Q4	$1K	Buy	+13	New	+$889	﹤0.01%	166

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return