Avantax Advisory Services’s WESCO International WCC Stock Holding History

Avantax Advisory Services’s Portfolio WCC Stock Details WCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$988K	Buy	5,335 +1,049	+24%	+$173K	0.01%	1183
2025 Q1	$666K	Buy	4,286 +1,584	+59%	+$283K	﹤0.01%	1331
2024 Q4	$489K	Sell	2,702 -171	-6%	-$32.3K	﹤0.01%	1462
2024 Q3	$483K	Buy	2,873 +119	+4%	+$19.3K	﹤0.01%	1432
2024 Q2	$437K	Buy	+2,754	New	+$469K	﹤0.01%	1453
2022 Q3	–	Sell	-2,703	Closed	-$289K	–	1388
2022 Q2	$289K	Sell	2,703 -1,490	-36%	-$184K	﹤0.01%	1033
2022 Q1	$545K	Sell	4,193 -867	-17%	-$109K	0.01%	755
2021 Q4	$666K	Buy	5,060 +228	+5%	+$29.2K	0.01%	662
2021 Q3	$559K	Buy	4,832 +1,323	+38%	+$146K	0.01%	684
2021 Q2	$358K	Sell	3,509 -738	-17%	-$73.4K	0.01%	834
2021 Q1	$364K	Sell	4,247 -2,961	-41%	-$249K	0.01%	723
2020 Q4	$567K	Sell	7,208 -1,091	-13%	-$64.6K	0.01%	519
2020 Q3	$364K	Buy	+8,299	New	+$354K	0.01%	937

Other funds holding WCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's WCC Position: Q2 2025 in Review

Avantax Advisory Services increased its WESCO International (WCC) stake by 24% in Q2 2025, buying an estimated $173K and bringing the position to 5,335 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #1183.

Avantax Advisory Services first reported a position in WCC in Q3 2020 and has held it in 13 quarters since. 529 funds tracked by Wall St. Rank hold WCC as of Q2 2025.

Avantax Advisory Services held 5,335 shares of WESCO International worth $988K as of Q2 2025.
Avantax Advisory Services bought 1,049 WESCO International shares in Q2 2025, an estimated $173K.
WESCO International made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1183 holding.
Avantax Advisory Services first reported a position in WESCO International in Q3 2020 and has held it in 13 quarters since.
529 funds tracked by Wall St. Rank held WESCO International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.