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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
Q2 		– Sell
-171
Closed -$2.97K – 3193
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Root Financial Partners's WSC Position: Q2 2026 in Review

Root Financial Partners sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2026, closing a stake of 171 shares — an estimated $2.97K sold.

Root Financial Partners first reported a position in WSC in Q3 2025 and held it in 3 quarters. The position peaked at $3.78K in Q3 2025. 371 funds tracked by Wall St. Rank hold WSC as of Q2 2026.

  • Root Financial Partners reported no remaining WillScot Mobile Mini Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 171 WillScot Mobile Mini Holdings shares in Q2 2026, an estimated $2.97K.
  • Root Financial Partners first reported a position in WillScot Mobile Mini Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WillScot Mobile Mini Holdings position peaked at $3.78K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.