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Sowell Financial Services’s Wabtec WAB Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-2,662
Closed -$568K – 1194
2025
Q4 		$568K Buy
2,662
+124
+5% +$25.5K 0.02% 603
2025
Q3 		$509K Sell
2,538
-8
-0.3% -$1.58K 0.02% 625
2025
Q2 		$533K Sell
2,546
-85
-3% -$16.3K 0.02% 592
2025
Q1 		$477K Buy
+2,631
New +$505K 0.02% 600
2021
Q2 		– Sell
-112
Closed -$9K – 2709
2021
Q1 		$9K Sell
112
-68
-38% -$5.28K ﹤0.01% 2372
2020
Q4 		$13K Buy
180
+30
+20% +$2.05K ﹤0.01% 1928
2020
Q3 		$9K Buy
150
+9
+6% +$577 ﹤0.01% 1846
2020
Q2 		$8K Sell
141
-42
-23% -$2.38K ﹤0.01% 1782
2020
Q1 		$9K Buy
183
+20
+12% +$1.37K ﹤0.01% 1656
2019
Q4 		$13K Sell
163
-103
-39% -$7.62K ﹤0.01% 1604
2019
Q3 		$19K Buy
+266
New +$18.9K ﹤0.01% 1306

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Sowell Financial Services's WAB Position: Q1 2026 in Review

Sowell Financial Services sold out of Wabtec (WAB) in Q1 2026, closing a stake of 2,662 shares — an estimated $568K sold.

Sowell Financial Services first reported a position in WAB in Q3 2019 and held it in 11 quarters. The position peaked at $568K in Q4 2025. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Sowell Financial Services reported no remaining Wabtec position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 2,662 Wabtec shares in Q1 2026, an estimated $568K.
  • Sowell Financial Services first reported a position in Wabtec in Q3 2019 and held it in 11 quarters.
  • Sowell Financial Services's Wabtec position peaked at $568K in Q4 2025.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.