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Pacific Excel Wealth Advisors’s Wabtec WAB Stock Holding History

Pacific Excel Wealth 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
Q2 		$278K Buy
+1,033
New +$273K 0.11% 170

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pacific Excel Wealth Advisors's WAB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Wabtec (WAB) in Q2 2026: 1,033 shares worth $278K. The stake represents 0.11% of the portfolio and ranks #170 among its holdings.

1,194 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Pacific Excel Wealth Advisors held 1,033 shares of Wabtec worth $278K as of Q2 2026.
  • Wabtec was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Wabtec made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • 1,194 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.