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Optimum Investment Advisors’s Wabtec WAB Stock Holding History

Optimum 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
2025
Q3 		$50.1K Hold
250
– – 0.02% 351
2025
Q2 		$52.3K Buy
250
+50
+25% +$9.62K 0.02% 335
2025
Q1 		$36.3K Buy
200
+175
+700% +$33.6K 0.02% 377
2024
Q4 		$4.74K Hold
25
– – ﹤0.01% 557
2024
Q3 		$4.54K Hold
25
– – ﹤0.01% 577
2024
Q2 		$3.95K Hold
25
– – ﹤0.01% 573
2024
Q1 		$3.64K Hold
25
– – ﹤0.01% 581
2023
Q4 		$3.17K Hold
25
– – ﹤0.01% 571
2023
Q3 		$2.66K Hold
25
– – ﹤0.01% 641
2023
Q2 		$2.74K Hold
25
– – ﹤0.01% 642
2023
Q1 		$2.53K Hold
25
– – ﹤0.01% 665
2022
Q4 		$2.5K Hold
25
– – ﹤0.01% 673
2022
Q3 		$2K Sell
25
-2
-7% -$177 ﹤0.01% 744
2022
Q2 		$2K Hold
27
– – ﹤0.01% 770
2022
Q1 		$3K Hold
27
– – ﹤0.01% 778
2021
Q4 		$2K Buy
27
+1
+4% +$92 ﹤0.01% 790
2021
Q3 		$2K Hold
26
– – ﹤0.01% 803
2021
Q2 		$2K Hold
26
– – ﹤0.01% 873
2021
Q1 		$2K Sell
26
-1
-4% -$78 ﹤0.01% 876
2020
Q4 		$2K Sell
27
-5
-16% -$342 ﹤0.01% 841
2020
Q3 		$2K Sell
32
-14
-30% -$898 ﹤0.01% 832
2020
Q2 		$3K Hold
46
– – ﹤0.01% 797
2020
Q1 		$2K Sell
46
-8
-15% -$549 ﹤0.01% 819
2019
Q4 		$4K Sell
54
-6
-10% -$444 ﹤0.01% 866
2019
Q3 		$4K Sell
60
-17
-22% -$1.21K ﹤0.01% 908
2019
Q2 		$6K Sell
77
-16
-17% -$1.13K ﹤0.01% 839
2019
Q1 		$7K Buy
+93
New +$6.7K ﹤0.01% 865

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's WAB Position: Q3 2025 in Review

Optimum Investment Advisors held its Wabtec (WAB) position steady in Q3 2025 at 250 shares worth $50.1K. The position accounts for 0.02% of the portfolio, ranked #351.

Optimum Investment Advisors first reported a position in WAB in Q1 2019 and has held it in 27 quarters since. The position peaked at $52.3K in Q2 2025. 1,092 funds tracked by Wall St. Rank hold WAB as of Q3 2025.

  • Optimum Investment Advisors held 250 shares of Wabtec worth $50.1K as of Q3 2025.
  • Optimum Investment Advisors left its Wabtec share count unchanged in Q3 2025.
  • Wabtec made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #351 holding.
  • Optimum Investment Advisors first reported a position in Wabtec in Q1 2019 and has held it in 27 quarters since.
  • Optimum Investment Advisors's Wabtec position peaked at $52.3K in Q2 2025.
  • 1,092 funds tracked by Wall St. Rank held Wabtec as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.