SOA Wealth Advisors’s Wabtec WAB Stock Holding History

SOA Wealth 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
2026 Q2	$4.85K	Hold	18	–	–	﹤0.01%	702
2026 Q1	$4.5K	Hold	18	–	–	﹤0.01%	660
2025 Q4	$3.84K	Hold	18	–	–	﹤0.01%	675
2025 Q3	$3.61K	Sell	18 -2	-10%	-$395	﹤0.01%	690
2025 Q2	$4.19K	Sell	20 -31	-61%	-$5.96K	﹤0.01%	664
2025 Q1	$9.25K	Hold	51	–	–	﹤0.01%	569
2024 Q4	$9.67K	Buy	51 +1	+2%	+$194	﹤0.01%	546
2024 Q3	$9.09K	Sell	50 -3	-6%	-$492	﹤0.01%	548
2024 Q2	$8.38K	Sell	53 -5	-9%	-$799	﹤0.01%	557
2024 Q1	$8.45K	Hold	58	–	–	﹤0.01%	559
2023 Q4	$7.36K	Buy	58 +3	+5%	+$339	﹤0.01%	562
2023 Q3	$5.85K	Hold	55	–	–	﹤0.01%	596
2023 Q2	$6.03K	Sell	55 -2	-4%	-$199	﹤0.01%	596
2023 Q1	$5.76K	Buy	57 +1	+2%	+$102	﹤0.01%	597
2022 Q4	$5.59K	Hold	56	–	–	﹤0.01%	610
2022 Q3	$4K	Hold	56	–	–	﹤0.01%	642
2022 Q2	$4K	Sell	56 -25	-31%	-$2.23K	﹤0.01%	627
2022 Q1	$7K	Hold	81	–	–	﹤0.01%	644
2021 Q4	$7K	Hold	81	–	–	﹤0.01%	629
2021 Q3	$6K	Buy	81 +5	+7%	+$431	﹤0.01%	674
2021 Q2	$6K	Buy	76 +22	+41%	+$1.79K	﹤0.01%	654
2021 Q1	$4K	Buy	54 +19	+54%	+$1.48K	﹤0.01%	662
2020 Q4	$2K	Buy	+35	New	+$2.39K	﹤0.01%	709

Other funds holding WAB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's WAB Position: Q2 2026 in Review

SOA Wealth Advisors held its Wabtec (WAB) position steady in Q2 2026 at 18 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

SOA Wealth Advisors first reported a position in WAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.67K in Q4 2024. 1,189 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

SOA Wealth Advisors held 18 shares of Wabtec worth $4.85K as of Q2 2026.
SOA Wealth Advisors left its Wabtec share count unchanged in Q2 2026.
Wabtec made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #702 holding.
SOA Wealth Advisors first reported a position in Wabtec in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Wabtec position peaked at $9.67K in Q4 2024.
1,189 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.