Rise Advisors’s Wabtec WAB Stock Holding History

Rise 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 Q4	–	Sell	-107	Closed	-$21.5K	–	1409
2025 Q3	$21.5K	Sell	107 -1	-0.9%	-$197	0.01%	536
2025 Q2	$22.7K	Buy	108 +10	+10%	+$1.92K	0.01%	463
2025 Q1	$17.8K	Buy	98 +88	+880%	+$16.9K	0.01%	567
2024 Q4	$1.96K	Hold	10	–	–	﹤0.01%	1074
2024 Q3	$1.88K	Hold	10	–	–	﹤0.01%	1135
2024 Q2	$1.63K	Sell	10 -1	-9%	-$160	﹤0.01%	1134
2024 Q1	$1.65K	Hold	11	–	–	﹤0.01%	1150
2023 Q4	$1.44K	Sell	11 -1	-8%	-$113	﹤0.01%	488
2023 Q3	$1.31K	Hold	12	–	–	﹤0.01%	505
2023 Q2	$1.35K	Hold	12	–	–	﹤0.01%	553
2023 Q1	$1.24K	Hold	12	–	–	﹤0.01%	632
2022 Q4	$1.23K	Hold	12	–	–	﹤0.01%	634
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	690
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	687
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	645
2021 Q4	$1.12K	Buy	+12	New	+$1.1K	﹤0.01%	593

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

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