LWAM
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Legacy Wealth Asset Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Legacy Wealth Asset Management’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,456
Closed -$517K – 364
2024
Q4 		$517K Buy
15,456
+3,905
+34% +$143K 0.14% 234
2024
Q3 		$434K Sell
11,551
-2,809
-20% -$107K 0.12% 265
2024
Q2 		$541K Buy
14,360
+9,225
+180% +$365K 0.15% 211
2024
Q1 		$239K Buy
5,135
+39
+0.8% +$1.81K 0.07% 323
2023
Q4 		$227K Buy
5,096
+10
+0.2% +$404 0.07% 323
2023
Q3 		$212K Sell
5,086
-35
-0.7% -$1.54K 0.08% 316
2023
Q2 		$245K Buy
5,121
+115
+2% +$5.14K 0.09% 315
2023
Q1 		$235K Buy
+5,006
New +$241K 0.08% 314

Other funds holding WSC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return