Pinnacle Wealth Planning Services’s WESCO International WCC Stock Holding History

Pinnacle Wealth Planning Services’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	$59.9K	Sell	219 -26	-11%	-$7.3K	0.01%	1097
2025 Q4	$59.9K	Buy	+245	New	+$60.1K	0.01%	1079
2023 Q2	–	Sell	-1,684	Closed	-$260K	–	513
2023 Q1	$260K	Sell	1,684 -52	-3%	-$7.79K	0.04%	302
2022 Q4	$217K	Buy	1,736 +42	+2%	+$5.29K	0.04%	343
2022 Q3	$202K	Buy	+1,694	New	+$212K	0.04%	335
2022 Q2	–	Sell	-2,108	Closed	-$274K	–	485
2022 Q1	$274K	Sell	2,108 -2	-0.1%	-$251	0.05%	287
2021 Q4	$277K	Buy	2,110 +195	+10%	+$24.9K	0.05%	275
2021 Q3	$221K	Buy	+1,915	New	+$211K	0.05%	307
2021 Q1	–	Sell	-557	Closed	-$44K	–	1928
2020 Q4	$44K	Buy	+557	New	+$33K	0.01%	853

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

Pinnacle Wealth Planning Services's WCC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its WESCO International (WCC) stake by 11% in Q1 2026, selling an estimated $7.3K and leaving 219 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #1097.

Pinnacle Wealth Planning Services first reported a position in WCC in Q4 2020 and has held it in 9 quarters since. The position peaked at $277K in Q4 2021. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

Pinnacle Wealth Planning Services held 219 shares of WESCO International worth $59.9K as of Q1 2026.
Pinnacle Wealth Planning Services sold 26 WESCO International shares in Q1 2026, an estimated $7.3K.
WESCO International made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1097 holding.
Pinnacle Wealth Planning Services first reported a position in WESCO International in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's WESCO International position peaked at $277K in Q4 2021.
619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.