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 $5.7T AUM 30.48% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments

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