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Synergy Investment Management’s Wabtec WAB Stock Holding History

Synergy 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 		$270 Sell
1
-2
-67% -$529 ﹤0.01% 1059
2026
Q1 		$750 Buy
+3
New +$725 ﹤0.01% 800
2025
Q2 		– Sell
-1
Closed -$181 – 569
2025
Q1 		$181 Sell
1
-6
-86% -$1.15K ﹤0.01% 591
2024
Q4 		$1.33K Buy
+7
New +$1.35K ﹤0.01% 596

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 $3.37T AUM 44.26% 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

Synergy Investment Management's WAB Position: Q2 2026 in Review

Synergy Investment Management reduced its Wabtec (WAB) stake by 67% in Q2 2026, selling an estimated $529 and leaving 1 share worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Synergy Investment Management first reported a position in WAB in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.33K in Q4 2024. 1,186 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Synergy Investment Management held 1 share of Wabtec worth $270 as of Q2 2026.
  • Synergy Investment Management sold 2 Wabtec shares in Q2 2026, an estimated $529.
  • Wabtec made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1059 holding.
  • Synergy Investment Management first reported a position in Wabtec in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Wabtec position peaked at $1.33K in Q4 2024.
  • 1,186 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.