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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
Q2 		$1.16M Buy
4,293
+51
+1% +$13.5K 0.05% 373
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 $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

Kingswood Wealth Advisors's WAB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Wabtec (WAB) stake by 1.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 4,293 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #373.

Kingswood Wealth Advisors first reported a position in WAB in Q3 2024 and has held it in 8 quarters since. 1,194 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Kingswood Wealth Advisors held 4,293 shares of Wabtec worth $1.16M as of Q2 2026.
  • Kingswood Wealth Advisors bought 51 Wabtec shares in Q2 2026, an estimated $13.5K.
  • Wabtec made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #373 holding.
  • Kingswood Wealth Advisors first reported a position in Wabtec in Q3 2024 and has held it in 8 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.