Mount Yale Investment Advisors’s Wabtec WAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.02M | Sell |
3,781
-55
| -1% | -$14.5K | 0.02% | 578 |
|
|
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
Mount Yale Investment Advisors's WAB Position: Q2 2026 in Review
Mount Yale Investment Advisors reduced its Wabtec (WAB) stake by 1.4% in Q2 2026, selling an estimated $14.5K and leaving 3,781 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #578.
Mount Yale Investment Advisors first reported a position in WAB in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.63M in Q3 2022. 1,194 funds tracked by Wall St. Rank hold WAB as of Q2 2026.
- Mount Yale Investment Advisors held 3,781 shares of Wabtec worth $1.02M as of Q2 2026.
- Mount Yale Investment Advisors sold 55 Wabtec shares in Q2 2026, an estimated $14.5K.
- Wabtec made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #578 holding.
- Mount Yale Investment Advisors first reported a position in Wabtec in Q2 2018 and has held it in 29 quarters since.
- Mount Yale Investment Advisors's Wabtec position peaked at $1.63M in Q3 2022.
- 1,194 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.