KWA
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Kingswood Wealth Advisors’s Wabtec WAB Stock Holding History

Kingswood 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 		$1.06M Sell
4,242
-93
-2% -$22.5K 0.05% 368
2025
Q4 		$925K Buy
4,335
+143
+3% +$29.4K 0.04% 368
2025
Q3 		$840K Buy
4,192
+43
+1% +$8.49K 0.05% 337
2025
Q2 		$869K Buy
4,149
+250
+6% +$48.1K 0.07% 288
2025
Q1 		$707K Sell
3,899
-28
-0.7% -$5.37K 0.06% 319
2024
Q4 		$745K Buy
3,927
+1,302
+50% +$252K 0.06% 338
2024
Q3 		$477K Buy
+2,625
New +$431K 0.03% 460

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $19.5B AUM 17.33% 1-Year Est. Return

Kingswood Wealth Advisors's WAB Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Wabtec (WAB) stake by 2.1% in Q1 2026, selling an estimated $22.5K and leaving 4,242 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #368.

Kingswood Wealth Advisors first reported a position in WAB in Q3 2024 and has held it in 7 quarters since. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Kingswood Wealth Advisors held 4,242 shares of Wabtec worth $1.06M as of Q1 2026.
  • Kingswood Wealth Advisors sold 93 Wabtec shares in Q1 2026, an estimated $22.5K.
  • Wabtec made up 0.05% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #368 holding.
  • Kingswood Wealth Advisors first reported a position in Wabtec in Q3 2024 and has held it in 7 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.