Cornerstone Planning Group
WCC icon

Cornerstone Planning Group’s WESCO International WCC Stock Holding History

Cornerstone Planning Group’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
2026
Q3 		– Sell
-17
Closed -$5.72K – 1696
2026
Q2 		$5.72K Sell
17
-90
-84% -$30.5K ﹤0.01% 1054
2026
Q1 		$37.2K Buy
107
+1
+0.9% +$281 0.01% 477
2025
Q4 		$30.9K Buy
106
+51
+93% +$12.5K ﹤0.01% 467
2025
Q3 		$15.3K Buy
55
+50
+1,000% +$10.5K ﹤0.01% 658
2025
Q2 		$1.03K Buy
5
+3
+150% +$495 ﹤0.01% 1102
2025
Q1 		$308 Buy
+2
New +$358 ﹤0.01% 1405

Other funds holding WCC

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Cornerstone Planning Group's WCC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of WESCO International (WCC) in Q3 2026, closing a stake of 17 shares — an estimated $5.72K sold.

Cornerstone Planning Group first reported a position in WCC in Q1 2025 and held it in 6 quarters. The position peaked at $37.2K in Q1 2026. 108 funds tracked by Wall St. Rank hold WCC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining WESCO International position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 WESCO International shares in Q3 2026, an estimated $5.72K.
  • Cornerstone Planning Group first reported a position in WESCO International in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's WESCO International position peaked at $37.2K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held WESCO International as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.