Mount Yale Investment Advisors’s WESCO International WCC Stock Holding History

Mount Yale Investment Advisors’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	$368K	Sell	1,345 -19	-1%	-$5.34K	0.01%	814
2025 Q4	$334K	Sell	1,364 -415	-23%	-$102K	0.02%	567
2025 Q3	$376K	Buy	+1,779	New	+$374K	0.03%	469
2024 Q4	–	Sell	-1,219	Closed	-$205K	–	622
2024 Q3	$205K	Sell	1,219 -43	-3%	-$6.98K	0.02%	516
2024 Q2	$200K	Sell	1,262 -1,233	-49%	-$210K	0.02%	518
2024 Q1	$427K	Buy	2,495 +237	+10%	+$39.2K	0.03%	387
2023 Q4	$393K	Sell	2,258 -26	-1%	-$3.9K	0.04%	363
2023 Q3	$328K	Buy	2,284 +991	+77%	+$160K	0.04%	373
2023 Q2	$232K	Buy	+1,293	New	+$188K	0.02%	440

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

Mount Yale Investment Advisors's WCC Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its WESCO International (WCC) stake by 1.4% in Q1 2026, selling an estimated $5.34K and leaving 1,345 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #814.

Mount Yale Investment Advisors first reported a position in WCC in Q2 2023 and has held it in 9 quarters since. The position peaked at $427K in Q1 2024. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

Mount Yale Investment Advisors held 1,345 shares of WESCO International worth $368K as of Q1 2026.
Mount Yale Investment Advisors sold 19 WESCO International shares in Q1 2026, an estimated $5.34K.
WESCO International made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #814 holding.
Mount Yale Investment Advisors first reported a position in WESCO International in Q2 2023 and has held it in 9 quarters since.
Mount Yale Investment Advisors's WESCO International position peaked at $427K in Q1 2024.
619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.