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Twin Peaks Wealth Advisors’s Wabtec WAB Stock Holding History

Twin Peaks 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 		– Sell
-160
Closed -$40K – 2182
2026
Q1 		$40K Buy
+160
New +$38.7K 0.01% 484
2025
Q3 		– Sell
-120
Closed -$23.1K – 2108
2025
Q2 		$23.1K Buy
+120
New +$23.1K 0.01% 556

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

Twin Peaks Wealth Advisors's WAB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Wabtec (WAB) in Q2 2026, closing a stake of 160 shares — an estimated $40K sold.

Twin Peaks Wealth Advisors first reported a position in WAB in Q2 2025 and held it in 2 quarters. The position peaked at $40K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Wabtec position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 160 Wabtec shares in Q2 2026, an estimated $40K.
  • Twin Peaks Wealth Advisors first reported a position in Wabtec in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Wabtec position peaked at $40K in Q1 2026.
  • 1,193 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.