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Smallwood Wealth Investment Management’s Wabtec WAB Stock Holding History

Smallwood Wealth Investment 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 		$1.36K Hold
5
– – ﹤0.01% 420
2026
Q1 		$1.26K Hold
5
– – ﹤0.01% 424
2025
Q4 		$1.07K Hold
5
– – ﹤0.01% 428
2025
Q3 		$1.01K Hold
5
– – ﹤0.01% 435
2025
Q2 		$1.05K Hold
5
– – ﹤0.01% 451
2025
Q1 		$914 Buy
+5
New +$959 ﹤0.01% 424

Other funds holding WAB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Smallwood Wealth Investment Management's WAB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Wabtec (WAB) position steady in Q2 2026 at 5 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Smallwood Wealth Investment Management first reported a position in WAB in Q1 2025 and has held it in 6 quarters since. 1,194 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of Wabtec worth $1.36K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Wabtec share count unchanged in Q2 2026.
  • Wabtec made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #420 holding.
  • Smallwood Wealth Investment Management first reported a position in Wabtec in Q1 2025 and has held it in 6 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.