Merit Financial Group
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Merit Financial Group’s Wabtec WAB Stock Holding History

Merit Financial Group’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
Q3 		$2.94M Buy
10,241
+1,011
+11% +$287K 0.02% 635
2026
Q2 		$2.49M Buy
9,230
+88
+1% +$23.3K 0.02% 661
2026
Q1 		$2.28M Sell
9,142
-112
-1% -$27.1K 0.02% 615
2025
Q4 		$1.98M Buy
9,254
+2,311
+33% +$475K 0.02% 652
2025
Q3 		$1.39M Buy
6,943
+1,631
+31% +$322K 0.01% 708
2025
Q2 		$1.11M Buy
5,312
+376
+8% +$72.3K 0.01% 739
2025
Q1 		$895K Buy
4,936
+1,501
+44% +$288K 0.01% 698
2024
Q4 		$651K Buy
+3,435
New +$665K 0.01% 631
2024
Q3 		– Sell
-1,345
Closed -$213K – 968
2024
Q2 		$213K Buy
+1,345
New +$215K ﹤0.01% 854

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Merit Financial Group's WAB Position: Q3 2026 in Review

Merit Financial Group increased its Wabtec (WAB) stake by 11% in Q3 2026, buying an estimated $287K and bringing the position to 10,241 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #635.

Merit Financial Group first reported a position in WAB in Q2 2024 and has held it in 9 quarters since. 1,031 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • Merit Financial Group held 10,241 shares of Wabtec worth $2.94M as of Q3 2026.
  • Merit Financial Group bought 1,011 Wabtec shares in Q3 2026, an estimated $287K.
  • Wabtec made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #635 holding.
  • Merit Financial Group first reported a position in Wabtec in Q2 2024 and has held it in 9 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.