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Junto Capital Management’s Wabtec WAB Stock Holding History

Junto Capital 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 		$142M Buy
+526,732
New +$139M 2.49% 7
2026
Q1 		– Sell
-543,202
Closed -$116M – 125
2025
Q4 		$116M Buy
543,202
+143,344
+36% +$29.4M 2.55% 9
2025
Q3 		$80.2M Buy
+399,858
New +$78.9M 1.64% 25
2024
Q3 		– Sell
-230,995
Closed -$36.5M – 112
2024
Q2 		$36.5M Sell
230,995
-76,550
-25% -$12.2M 0.75% 55
2024
Q1 		$44.8M Sell
307,545
-558,280
-64% -$75.6M 0.99% 45
2023
Q4 		$110M Buy
865,825
+496,104
+134% +$56M 2.46% 10
2023
Q3 		$39.3M Buy
+369,721
New +$41.2M 0.93% 47

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

Junto Capital Management's WAB Position: Q2 2026 in Review

Junto Capital Management opened a new position in Wabtec (WAB) in Q2 2026: 526,732 shares worth $142M. The stake represents 2.49% of the portfolio and ranks #7 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in WAB as recently as Q4 2025.

Junto Capital Management first reported a position in WAB in Q3 2023 and has held it in 7 quarters since. 1,187 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Junto Capital Management held 526,732 shares of Wabtec worth $142M as of Q2 2026.
  • Wabtec was a new Junto Capital Management position in Q2 2026.
  • Wabtec made up 2.49% of Junto Capital Management's portfolio in Q2 2026, its #7 holding.
  • Junto Capital Management first reported a position in Wabtec in Q3 2023 and has held it in 7 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.