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Waverly Advisors’s Wabtec WAB Stock Holding History

Waverly 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
Q1 		$874K Buy
3,499
+84
+2% +$20.3K 0.01% 871
2025
Q4 		$729K Buy
3,415
+954
+39% +$196K 0.01% 865
2025
Q3 		$493K Buy
2,461
+408
+20% +$80.5K ﹤0.01% 852
2025
Q2 		$430K Sell
2,053
-104
-5% -$20K ﹤0.01% 845
2025
Q1 		$391K Buy
2,157
+220
+11% +$42.2K ﹤0.01% 842
2024
Q4 		$367K Buy
1,937
+693
+56% +$134K 0.01% 761
2024
Q3 		$226K Sell
1,244
-965
-44% -$158K ﹤0.01% 751
2024
Q2 		$349K Buy
+2,209
New +$353K 0.01% 632
2018
Q1 		– Sell
-510
Closed -$42K – 354
2017
Q4 		$42K Buy
+510
New +$39K 0.01% 265

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

Waverly Advisors's WAB Position: Q1 2026 in Review

Waverly Advisors increased its Wabtec (WAB) stake by 2.5% in Q1 2026, buying an estimated $20.3K and bringing the position to 3,499 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #871.

Waverly Advisors first reported a position in WAB in Q4 2017 and has held it in 9 quarters since. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Waverly Advisors held 3,499 shares of Wabtec worth $874K as of Q1 2026.
  • Waverly Advisors bought 84 Wabtec shares in Q1 2026, an estimated $20.3K.
  • Wabtec made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #871 holding.
  • Waverly Advisors first reported a position in Wabtec in Q4 2017 and has held it in 9 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.