Private Wealth Management Group’s WESCO International WCC Stock Holding History

Private Wealth Management Group’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 Q3	$33.4K	Sell	93 -4	-4%	-$1.38K	0.01%	297
2026 Q2	$33.5K	Sell	97 -4	-4%	-$1.36K	0.01%	279
2026 Q1	$27.6K	Sell	101 -8	-7%	-$2.25K	0.01%	268
2025 Q4	$26.7K	Hold	109	–	–	0.01%	266
2025 Q3	$23.1K	Sell	109 -4	-4%	-$840	0.01%	297
2025 Q2	$20.9K	Hold	113	–	–	0.01%	289
2025 Q1	$17.5K	Hold	113	–	–	0.01%	328
2024 Q4	$20.4K	Sell	113 -2	-2%	-$378	0.01%	297
2024 Q3	$19.3K	Hold	115	–	–	0.01%	296
2024 Q2	$18.2K	Sell	115 -203	-64%	-$34.6K	0.01%	291
2024 Q1	$54.5K	Sell	318 -8	-2%	-$1.32K	0.02%	147
2023 Q4	$56.7K	Buy	+326	New	+$48.8K	0.03%	142

Other funds holding WCC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Wealth Management Group's WCC Position: Q3 2026 in Review

Private Wealth Management Group reduced its WESCO International (WCC) stake by 4.1% in Q3 2026, selling an estimated $1.38K and leaving 93 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #297.

Private Wealth Management Group first reported a position in WCC in Q4 2023 and has held it in 12 quarters since. The position peaked at $56.7K in Q4 2023. 420 funds tracked by Wall St. Rank hold WCC as of Q3 2026.

Private Wealth Management Group held 93 shares of WESCO International worth $33.4K as of Q3 2026.
Private Wealth Management Group sold 4 WESCO International shares in Q3 2026, an estimated $1.38K.
WESCO International made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #297 holding.
Private Wealth Management Group first reported a position in WESCO International in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's WESCO International position peaked at $56.7K in Q4 2023.
420 funds tracked by Wall St. Rank held WESCO International as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.