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Root Financial Partners’s WillScot Mobile Mini Holdings WSC Stock Holding History

Root Financial Partners’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.97K Buy
171
+125
+272% +$2.55K ﹤0.01% 2160
2025
Q4 		$866 Sell
46
-133
-74% -$2.68K ﹤0.01% 2125
2025
Q3 		$3.78K Buy
+179
New +$4.61K ﹤0.01% 1817

Other funds holding WSC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's WSC Position: Q1 2026 in Review

Root Financial Partners increased its WillScot Mobile Mini Holdings (WSC) stake by 272% in Q1 2026, buying an estimated $2.55K and bringing the position to 171 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Root Financial Partners first reported a position in WSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.78K in Q3 2025. 334 funds tracked by Wall St. Rank hold WSC as of Q1 2026.

  • Root Financial Partners held 171 shares of WillScot Mobile Mini Holdings worth $2.97K as of Q1 2026.
  • Root Financial Partners bought 125 WillScot Mobile Mini Holdings shares in Q1 2026, an estimated $2.55K.
  • WillScot Mobile Mini Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2160 holding.
  • Root Financial Partners first reported a position in WillScot Mobile Mini Holdings in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's WillScot Mobile Mini Holdings position peaked at $3.78K in Q3 2025.
  • 334 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.