Proficio Capital Partners’s Wabtec WAB Stock Holding History

Proficio Capital Partners’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	–	Sell	-1,077	Closed	-$226K	–	431
2025 Q2	$226K	Buy	+1,077	New	+$207K	0.01%	391
2019 Q3	–	Sell	-124	Closed	-$9K	–	1525
2019 Q2	$9K	Buy	124 +99	+396%	+$7.02K	﹤0.01%	994
2019 Q1	$2K	Sell	25 -10	-29%	-$721	﹤0.01%	1421
2018 Q4	$2K	Sell	35 -136	-80%	-$11.9K	﹤0.01%	1051
2018 Q3	$18K	Hold	171	–	–	0.01%	638
2018 Q2	$17K	Buy	171 +20	+13%	+$1.86K	0.01%	656
2018 Q1	$12K	Buy	151 +24	+19%	+$1.93K	﹤0.01%	769
2017 Q4	$10K	Hold	127	–	–	﹤0.01%	818
2017 Q3	$10K	Sell	127 -453	-78%	-$34.9K	﹤0.01%	798
2017 Q2	$43K	Sell	580 -68	-10%	-$5.67K	0.02%	418
2017 Q1	$53K	Buy	648 +294	+83%	+$24.3K	0.02%	364
2016 Q4	$29K	Hold	354	–	–	0.01%	370
2016 Q3	$29K	Hold	354	–	–	0.02%	366
2016 Q2	$24K	Buy	354 +344	+3,440%	+$26.7K	0.02%	404
2016 Q1	$1K	Sell	10 -6	-38%	-$416	﹤0.01%	957
2015 Q4	$1K	Buy	+16	New	+$1.28K	﹤0.01%	816

Other funds holding WAB

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 $18.8B AUM 17.33% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return