Covestor’s WESCO International WCC Stock Holding History

Covestor’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 Q1	$125K	Sell	456 -360	-44%	-$101K	0.09%	207
2025 Q4	$200K	Sell	816 -2	-0.2%	-$491	0.1%	219
2025 Q3	$173K	Sell	818 -37	-4%	-$7.77K	0.1%	272
2025 Q2	$158K	Buy	855 +102	+14%	+$16.8K	0.09%	293
2025 Q1	$117K	Sell	753 -445	-37%	-$79.6K	0.08%	391
2024 Q4	$216K	Buy	1,198 +62	+5%	+$11.7K	0.14%	148
2024 Q3	$191K	Buy	1,136 +7	+0.6%	+$1.14K	0.12%	190
2024 Q2	$179K	Sell	1,129 -174	-13%	-$29.6K	0.12%	190
2024 Q1	$223K	Buy	1,303 +21	+2%	+$3.47K	0.14%	132
2023 Q4	$223K	Buy	1,282 +121	+10%	+$18.1K	0.15%	106
2023 Q3	$167K	Sell	1,161 -172	-13%	-$27.8K	0.13%	176
2023 Q2	$239K	Sell	1,333 -106	-7%	-$15.5K	0.18%	74
2023 Q1	$223K	Buy	1,439 +42	+3%	+$6.29K	0.19%	76
2022 Q4	$175K	Buy	1,397 +10	+0.7%	+$1.26K	0.14%	159
2022 Q3	$166K	Buy	1,387 +504	+57%	+$63.1K	0.15%	124
2022 Q2	$95K	Buy	883 +343	+64%	+$42.3K	0.08%	453
2022 Q1	$70K	Buy	540 +278	+106%	+$34.8K	0.05%	691
2021 Q4	$35K	Buy	+262	New	+$33.5K	0.05%	712

Other funds holding WCC

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

Wellington Management Group

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return