Spire Wealth Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Spire Wealth Management’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	$722	Buy	+25	New	+$605	﹤0.01%	2181
2024 Q2	–	Sell	-200	Closed	-$9.3K	–	2404
2024 Q1	$9.3K	Hold	200	–	–	﹤0.01%	1734
2023 Q4	$8.59K	Hold	200	–	–	﹤0.01%	1797
2023 Q3	$8.32K	Sell	200 -1,308	-87%	-$57.6K	﹤0.01%	1781
2023 Q2	$72.1K	Sell	1,508 -4,028	-73%	-$180K	﹤0.01%	1070
2023 Q1	$260K	Buy	5,536 +3,518	+174%	+$169K	0.01%	650
2022 Q4	$91K	Buy	2,018 +64	+3%	+$2.87K	0.01%	783
2022 Q3	$79K	Buy	+1,954	New	+$76.2K	﹤0.01%	789

Other funds holding WSC

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return