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Ritholtz Wealth Management’s Scansource SCSC Stock Holding History

Ritholtz Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Sell
6,442
-562
-8% -$24.6K 0.01% 1003
2026
Q1 		$254K Sell
7,004
-1,367
-16% -$52.2K ﹤0.01% 1045
2025
Q4 		$327K Sell
8,371
-1,071
-11% -$44.2K 0.01% 853
2025
Q3 		$415K Sell
9,442
-3,342
-26% -$142K 0.01% 736
2025
Q2 		$534K Sell
12,784
-7,237
-36% -$270K 0.01% 623
2025
Q1 		$681K Buy
20,021
+5,008
+33% +$204K 0.02% 502
2024
Q4 		$712K Buy
15,013
+5,830
+63% +$285K 0.02% 467
2024
Q3 		$441K Buy
+9,183
New +$435K 0.01% 594

Other funds holding SCSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ritholtz Wealth Management's SCSC Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Scansource (SCSC) stake by 8% in Q2 2026, selling an estimated $24.6K and leaving 6,442 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1003.

Ritholtz Wealth Management first reported a position in SCSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $712K in Q4 2024. 214 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • Ritholtz Wealth Management held 6,442 shares of Scansource worth $336K as of Q2 2026.
  • Ritholtz Wealth Management sold 562 Scansource shares in Q2 2026, an estimated $24.6K.
  • Scansource made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1003 holding.
  • Ritholtz Wealth Management first reported a position in Scansource in Q3 2024 and has held it in 8 quarters since.
  • Ritholtz Wealth Management's Scansource position peaked at $712K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.