Moran Wealth Management’s Wabtec WAB Stock Holding History

Moran 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
2026 Q1	$15.3M	Sell	61,062 -9,633	-14%	-$2.33M	0.47%	64
2025 Q4	$15.1M	Sell	70,695 -3,128	-4%	-$643K	0.46%	65
2025 Q3	$14.8M	Sell	73,823 -1,390	-2%	-$274K	0.45%	71
2025 Q2	$15.7M	Sell	75,213 -2,143	-3%	-$412K	0.49%	58
2025 Q1	$14M	Sell	77,356 -1,825	-2%	-$350K	0.47%	69
2024 Q4	$15M	Sell	79,181 -1,705	-2%	-$330K	0.48%	69
2024 Q3	$14.7M	Sell	80,886 -871	-1%	-$143K	0.45%	75
2024 Q2	$12.9M	Buy	+81,757	New	+$13.1M	0.43%	79
2023 Q4	–	Sell	-113,388	Closed	-$12M	–	460
2023 Q3	$12M	Buy	113,388 +1,214	+1%	+$135K	0.47%	76
2023 Q2	$12.3M	Sell	112,174 -587	-0.5%	-$58.3K	0.46%	81
2023 Q1	$11.4M	Buy	112,761 +2,840	+3%	+$290K	0.43%	87
2022 Q4	$11M	Buy	+109,921	New	+$10.5M	0.42%	79

Other funds holding WAB

Fidelity Investments

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

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

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

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 $18.8B AUM 17.33% 1-Year Est. Return