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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's SCSC Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Scansource (SCSC) stake by 16% in Q1 2026, selling an estimated $52.2K and leaving 7,004 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Ritholtz Wealth Management first reported a position in SCSC in Q3 2024 and has held it in 7 quarters since. The position peaked at $712K in Q4 2024. 201 funds tracked by Wall St. Rank hold SCSC as of Q1 2026.

Ritholtz Wealth Management held 7,004 shares of Scansource worth $254K as of Q1 2026.
Ritholtz Wealth Management sold 1,367 Scansource shares in Q1 2026, an estimated $52.2K.
Scansource made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1045 holding.
Ritholtz Wealth Management first reported a position in Scansource in Q3 2024 and has held it in 7 quarters since.
Ritholtz Wealth Management's Scansource position peaked at $712K in Q4 2024.
201 funds tracked by Wall St. Rank held Scansource as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.