Position in WAB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$265,824
-$21,320 QoQ
Shares Held
986
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#752
of 1,181 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAB Over Time
Shares Held
Position Value (USD)
Derivatives in WAB
reported options exposure · as of Dec 31, 2025CallValue
$1,270
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026Advisor OS, LLC holds $4,077,318 across 5 Railroads names. WAB ranks #4 (6.5% of the industry book) .
All Filings in WAB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,824 | 986 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $287,144 | 1,149 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $927,011 | 4,343 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $1,270 | 200 | Call | Sole | 2026-02-04 | |
| 2025-09-30 | $867,831 | 4,329 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $941,655 | 4,498 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $662,288 | 3,652 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $550,567 | 2,904 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,332,187 | 7,329 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,213,979 | 7,681 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,564,600 | 10,740 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,355,262 | 18,560 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,797,874 | 16,918 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $273,515 | 2,494 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||