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Gilpin Wealth Management’s Scansource SCSC Stock Holding History

Gilpin Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209 Buy
+4
New +$175 ﹤0.01% 906
2026
Q1 		– Sell
-1
Closed -$40 – 1065
2025
Q4 		$40 Buy
+1
New +$41 ﹤0.01% 960

Other funds holding SCSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gilpin Wealth Management's SCSC Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in Scansource (SCSC) in Q2 2026: 4 shares worth $209. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in SCSC as recently as Q4 2025.

Gilpin Wealth Management first reported a position in SCSC in Q4 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • Gilpin Wealth Management held 4 shares of Scansource worth $209 as of Q2 2026.
  • Scansource was a new Gilpin Wealth Management position in Q2 2026.
  • Scansource made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #906 holding.
  • Gilpin Wealth Management first reported a position in Scansource in Q4 2025 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.