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Mount Yale Investment Advisors’s Wabtec WAB Stock Holding History

Mount Yale Investment 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 		$959K Buy
3,836
+2,579
+205% +$624K 0.02% 532
2025
Q4 		$268K Buy
+1,257
New +$258K 0.01% 620
2025
Q3 		– Sell
-2,689
Closed -$563K – 1592
2025
Q2 		$563K Buy
2,689
+627
+30% +$121K 0.04% 315
2025
Q1 		$374K Sell
2,062
-804
-28% -$154K 0.03% 383
2024
Q4 		$543K Buy
2,866
+5
+0.2% +$968 0.04% 328
2024
Q3 		$520K Sell
2,861
-217
-7% -$35.6K 0.05% 338
2024
Q2 		$486K Sell
3,078
-4,191
-58% -$670K 0.04% 348
2024
Q1 		$1.06M Buy
7,269
+1,967
+37% +$266K 0.08% 211
2023
Q4 		$673K Sell
5,302
-1
-0% -$113 0.06% 264
2023
Q3 		$564K Sell
5,303
-1,715
-24% -$191K 0.06% 284
2023
Q2 		$770K Sell
7,018
-1,064
-13% -$106K 0.08% 242
2023
Q1 		$817K Sell
8,082
-967
-11% -$98.7K 0.09% 231
2022
Q4 		$903K Sell
9,049
-10,932
-55% -$1.04M 0.1% 205
2022
Q3 		$1.63M Buy
19,981
+3,956
+25% +$349K 0.22% 104
2022
Q2 		$1.31M Buy
16,025
+35
+0.2% +$3.12K 0.17% 142
2022
Q1 		$1.54M Buy
15,990
+941
+6% +$87.2K 0.17% 134
2021
Q4 		$1.39M Buy
15,049
+21
+0.1% +$1.93K 0.14% 152
2021
Q3 		$1.3M Buy
15,028
+403
+3% +$34.7K 0.15% 152
2021
Q2 		$1.2M Buy
14,625
+2,806
+24% +$228K 0.15% 149
2021
Q1 		$936K Buy
11,819
+1,339
+13% +$104K 0.12% 178
2020
Q4 		$767K Buy
10,480
+857
+9% +$58.6K 0.11% 202
2020
Q3 		$595K Buy
9,623
+538
+6% +$34.5K 0.08% 221
2020
Q2 		$523K Sell
9,085
-26
-0.3% -$1.47K 0.09% 221
2020
Q1 		$439K Sell
9,111
-243
-3% -$16.7K 0.1% 196
2019
Q4 		$691K Buy
9,354
+387
+4% +$28.6K 0.12% 152
2019
Q3 		$703K Buy
8,967
+264
+3% +$18.8K 0.13% 141
2019
Q2 		$655K Buy
+8,703
New +$617K 0.12% 143
2018
Q3 		– Sell
-45
Closed -$4K – 1011
2018
Q2 		$4K Buy
+45
New +$4.18K ﹤0.01% 906

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

Mount Yale Investment Advisors's WAB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Wabtec (WAB) stake by 205% in Q1 2026, buying an estimated $624K and bringing the position to 3,836 shares worth $959K. The position accounts for 0.02% of the portfolio, ranked #532.

Mount Yale Investment Advisors first reported a position in WAB in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.63M in Q3 2022. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Mount Yale Investment Advisors held 3,836 shares of Wabtec worth $959K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,579 Wabtec shares in Q1 2026, an estimated $624K.
  • Wabtec made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #532 holding.
  • Mount Yale Investment Advisors first reported a position in Wabtec in Q2 2018 and has held it in 28 quarters since.
  • Mount Yale Investment Advisors's Wabtec position peaked at $1.63M in Q3 2022.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.