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SHP Wealth Management’s Wabtec WAB Stock Holding History

SHP Wealth Management’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 		$16.9K Buy
63
+9
+17% +$2.38K ﹤0.01% 834
2026
Q1 		$13.4K Buy
54
+19
+54% +$4.59K ﹤0.01% 834
2025
Q4 		$7.38K Buy
+35
New +$7.19K ﹤0.01% 909

Other funds holding WAB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

SHP Wealth Management's WAB Position: Q2 2026 in Review

SHP Wealth Management increased its Wabtec (WAB) stake by 17% in Q2 2026, buying an estimated $2.38K and bringing the position to 63 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

SHP Wealth Management first reported a position in WAB in Q4 2025 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • SHP Wealth Management held 63 shares of Wabtec worth $16.9K as of Q2 2026.
  • SHP Wealth Management bought 9 Wabtec shares in Q2 2026, an estimated $2.38K.
  • Wabtec made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #834 holding.
  • SHP Wealth Management first reported a position in Wabtec in Q4 2025 and has held it in 3 quarters since.
  • 738 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.