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 Q2	$1.19M	Sell	3,435 -240	-7%	-$81.4K	0.3%	80
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Ohio)'s WCC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its WESCO International (WCC) stake by 6.5% in Q2 2026, selling an estimated $81.4K and leaving 3,435 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #80.

Heritage Wealth Management (Ohio) first reported a position in WCC in Q2 2024 and has held it in 9 quarters since. 701 funds tracked by Wall St. Rank hold WCC as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,435 shares of WESCO International worth $1.19M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 240 WESCO International shares in Q2 2026, an estimated $81.4K.
WESCO International made up 0.3% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #80 holding.
Heritage Wealth Management (Ohio) first reported a position in WESCO International in Q2 2024 and has held it in 9 quarters since.
701 funds tracked by Wall St. Rank held WESCO International as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.