Wealth Enhancement Advisory Services
WAB icon

Wealth Enhancement Advisory Services’s Wabtec WAB Stock Holding History

Wealth Enhancement Advisory 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 		$5.56M Buy
24,252
+2,567
+12% +$621K 0.01% 855
2025
Q4 		$4.8M Buy
21,685
+2,970
+16% +$610K 0.01% 1038
2025
Q3 		$3.7M Buy
18,715
+2,638
+16% +$521K 0.01% 1115
2025
Q2 		$3.45M Buy
16,077
+203
+1% +$39K 0.01% 1076
2025
Q1 		$2.88M Sell
15,874
-1,444
-8% -$277K 0.01% 1060
2024
Q4 		$3.28M Sell
17,318
-6,922
-29% -$1.34M 0.01% 956
2024
Q3 		$4.41M Buy
24,240
+16,932
+232% +$2.78M 0.01% 770
2024
Q2 		$1.15M Buy
7,308
+824
+13% +$132K ﹤0.01% 1212
2024
Q1 		$945K Sell
6,484
-2,148
-25% -$291K ﹤0.01% 1262
2023
Q4 		$1.1M Sell
8,632
-167
-2% -$18.8K ﹤0.01% 1137
2023
Q3 		$935K Buy
+8,799
New +$980K ﹤0.01% 1132

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VCM
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T. Rowe Price Associates
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State Street
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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 $18.8B AUM 17.33% 1-Year Est. Return