OF
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Optimize Financial’s Wabtec WAB Stock Holding History

Optimize Financial’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 		– Sell
-1,652
Closed -$353K – 468
2025
Q4 		$353K Buy
1,652
+20
+1% +$4.11K 0.18% 234
2025
Q3 		$327K Buy
1,632
+418
+34% +$82.5K 0.17% 249
2025
Q2 		$254K Sell
1,214
-8
-0.7% -$1.54K 0.16% 180
2025
Q1 		$222K Sell
1,222
-56
-4% -$10.7K 0.08% 170
2024
Q4 		$242K Buy
+1,278
New +$247K 0.18% 174

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Optimize Financial's WAB Position: Q1 2026 in Review

Optimize Financial sold out of Wabtec (WAB) in Q1 2026, closing a stake of 1,652 shares — an estimated $353K sold.

Optimize Financial first reported a position in WAB in Q4 2024 and held it in 5 quarters. The position peaked at $353K in Q4 2025. 1,163 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Optimize Financial reported no remaining Wabtec position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,652 Wabtec shares in Q1 2026, an estimated $353K.
  • Optimize Financial first reported a position in Wabtec in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Wabtec position peaked at $353K in Q4 2025.
  • 1,163 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.