PWA
WCC

Principia Wealth Advisory’s WESCO International WCC Stock Holding History

Principia Wealth Advisory’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
2025
Q2 		– Sell
-2
Closed -$308 – 1017
2025
Q1 		$308 Buy
+2
New +$358 ﹤0.01% 694

Other funds holding WCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principia Wealth Advisory's WCC Position: Q2 2025 in Review

Principia Wealth Advisory sold out of WESCO International (WCC) in Q2 2025, closing a stake of 2 shares — an estimated $308 sold.

Principia Wealth Advisory first reported a position in WCC in Q1 2025 and held it in 1 quarter. The position peaked at $308 in Q1 2025. 529 funds tracked by Wall St. Rank hold WCC as of Q2 2025.

  • Principia Wealth Advisory reported no remaining WESCO International position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 2 WESCO International shares in Q2 2025, an estimated $308.
  • Principia Wealth Advisory first reported a position in WESCO International in Q1 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's WESCO International position peaked at $308 in Q1 2025.
  • 529 funds tracked by Wall St. Rank held WESCO International as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.