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Live Oak Private Wealth’s WillScot Mobile Mini Holdings WSC Stock Holding History

Live Oak Private Wealth’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
Q4 		– Sell
-190,646
Closed -$4.02M – 202
2025
Q3 		$4.02M Buy
+190,646
New +$4.91M 0.56% 57

Other funds holding WSC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Live Oak Private Wealth's WSC Position: Q4 2025 in Review

Live Oak Private Wealth sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2025, closing a stake of 190,646 shares — an estimated $4.02M sold.

Live Oak Private Wealth first reported a position in WSC in Q3 2025 and held it in 1 quarter. The position peaked at $4.02M in Q3 2025. 332 funds tracked by Wall St. Rank hold WSC as of Q4 2025.

  • Live Oak Private Wealth reported no remaining WillScot Mobile Mini Holdings position as of Q4 2025 after selling out during the quarter.
  • Live Oak Private Wealth sold 190,646 WillScot Mobile Mini Holdings shares in Q4 2025, an estimated $4.02M.
  • Live Oak Private Wealth first reported a position in WillScot Mobile Mini Holdings in Q3 2025 and held it in 1 quarter.
  • Live Oak Private Wealth's WillScot Mobile Mini Holdings position peaked at $4.02M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2025.

Based on Live Oak Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.