Congress Wealth Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Congress Wealth Management’s Portfolio WSC Stock Details WSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,239	Closed	-$309K	–	1131
2024 Q4	$309K	Sell	9,239 -1,627	-15%	-$59.8K	﹤0.01%	757
2024 Q3	$409K	Sell	10,866 -221,692	-95%	-$8.46M	0.01%	670
2024 Q2	$8.75M	Sell	232,558 -4,882	-2%	-$193K	0.14%	190
2024 Q1	$11M	Buy	237,440 +55,781	+31%	+$2.59M	0.19%	160
2023 Q4	$8.08M	Sell	181,659 -41,794	-19%	-$1.69M	0.15%	181
2023 Q3	$9.29M	Sell	223,453 -7,014	-3%	-$309K	0.19%	151
2023 Q2	$11M	Sell	230,467 -609	-0.3%	-$27.2K	0.26%	124
2023 Q1	$10.8M	Buy	+231,076	New	+$11.1M	0.26%	117

Other funds holding WSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's WSC Position: Q1 2025 in Review

Congress Wealth Management sold out of WillScot Mobile Mini Holdings (WSC) in Q1 2025, closing a stake of 9,239 shares — an estimated $309K sold.

Congress Wealth Management first reported a position in WSC in Q1 2023 and held it in 8 quarters. The position peaked at $11M in Q1 2024. 383 funds tracked by Wall St. Rank hold WSC as of Q1 2025.

Congress Wealth Management reported no remaining WillScot Mobile Mini Holdings position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 9,239 WillScot Mobile Mini Holdings shares in Q1 2025, an estimated $309K.
Congress Wealth Management first reported a position in WillScot Mobile Mini Holdings in Q1 2023 and held it in 8 quarters.
Congress Wealth Management's WillScot Mobile Mini Holdings position peaked at $11M in Q1 2024.
383 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.