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Pinnacle Wealth Planning Services’s Wabtec WAB Stock Holding History

Pinnacle Wealth Planning Services’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 		$297K Buy
1,187
+8
+0.7% +$1.93K 0.03% 340
2025
Q4 		$252K Buy
1,179
+1
+0.1% +$205 0.03% 386
2025
Q3 		$236K Buy
1,178
+33
+3% +$6.51K 0.03% 396
2025
Q2 		$240K Buy
+1,145
New +$220K 0.03% 370
2024
Q4 		– Sell
-1,536
Closed -$279K – 563
2024
Q3 		$279K Buy
1,536
+21
+1% +$3.44K 0.04% 327
2024
Q2 		$239K Sell
1,515
-11
-0.7% -$1.76K 0.03% 358
2024
Q1 		$222K Buy
+1,526
New +$207K 0.03% 386
2021
Q1 		– Sell
-182
Closed -$13K – 1922
2020
Q4 		$13K Buy
+182
New +$12.4K ﹤0.01% 1320

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

Pinnacle Wealth Planning Services's WAB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Wabtec (WAB) stake by 0.68% in Q1 2026, buying an estimated $1.93K and bringing the position to 1,187 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #340.

Pinnacle Wealth Planning Services first reported a position in WAB in Q4 2020 and has held it in 8 quarters since. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,187 shares of Wabtec worth $297K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 8 Wabtec shares in Q1 2026, an estimated $1.93K.
  • Wabtec made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #340 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wabtec in Q4 2020 and has held it in 8 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.