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SIMA Wealth Partners’s Wabtec WAB Stock Holding History

SIMA Wealth 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
Q4 		– Sell
-1
Closed -$201 – 163
2025
Q3 		$201 Hold
1
– – ﹤0.01% 164
2025
Q2 		$210 Hold
1
– – ﹤0.01% 152
2025
Q1 		$182 Hold
1
– – ﹤0.01% 183
2024
Q4 		$190 Hold
1
– – ﹤0.01% 169
2024
Q3 		$182 Hold
1
– – ﹤0.01% 141
2024
Q2 		$159 Buy
+1
New +$160 ﹤0.01% 169

Other funds holding WAB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SIMA Wealth Partners's WAB Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Wabtec (WAB) in Q4 2025, closing a stake of 1 share — an estimated $201 sold.

SIMA Wealth Partners first reported a position in WAB in Q2 2024 and held it in 6 quarters. The position peaked at $210 in Q2 2025. 1,127 funds tracked by Wall St. Rank hold WAB as of Q4 2025.

  • SIMA Wealth Partners reported no remaining Wabtec position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 1 Wabtec share in Q4 2025, an estimated $201.
  • SIMA Wealth Partners first reported a position in Wabtec in Q2 2024 and held it in 6 quarters.
  • SIMA Wealth Partners's Wabtec position peaked at $210 in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Wabtec as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.