Heritage Wealth Management (Ohio)’s WESCO International WCC Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.01M	Sell	3,675 -40	-1%	-$11.2K	0.5%	59
2025 Q4	$909K	Sell	3,715 -125	-3%	-$30.7K	0.25%	100
2025 Q3	$812K	Sell	3,840 -40	-1%	-$8.4K	0.24%	101
2025 Q2	$719K	Sell	3,880 -300	-7%	-$49.5K	0.23%	105
2025 Q1	$649K	Sell	4,180 -325	-7%	-$58.1K	0.22%	110
2024 Q4	$815K	Hold	4,505	–	–	0.27%	96
2024 Q3	$757K	Sell	4,505 -175	-4%	-$28.4K	0.25%	102
2024 Q2	$723K	Buy	+4,680	New	+$797K	0.24%	103

Other funds holding WCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

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

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

Heritage Wealth Management (Ohio)'s WCC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its WESCO International (WCC) stake by 1.1% in Q1 2026, selling an estimated $11.2K and leaving 3,675 shares worth $1.01M. The position accounts for 0.5% of the portfolio, ranked #59.

Heritage Wealth Management (Ohio) first reported a position in WCC in Q2 2024 and has held it in 8 quarters since. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

Heritage Wealth Management (Ohio) held 3,675 shares of WESCO International worth $1.01M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 40 WESCO International shares in Q1 2026, an estimated $11.2K.
WESCO International made up 0.5% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #59 holding.
Heritage Wealth Management (Ohio) first reported a position in WESCO International in Q2 2024 and has held it in 8 quarters since.
619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.