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Summit Securities Group’s WillScot Mobile Mini Holdings WSC Stock Holding History

Summit Securities Group’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 		$24K Buy
+1,381
New +$28.2K 0.01% 493
2025
Q4 		– Sell
-5,000
Closed -$106K – 1318
2025
Q3 		$106K Buy
5,000
+4,899
+4,850% +$126K 0.03% 387
2025
Q2 		$2.77K Sell
101
-16,269
-99% -$433K ﹤0.01% 1011
2025
Q1 		$455K Sell
16,370
-3,630
-18% -$123K 0.32% 114
2024
Q4 		$669K Sell
20,000
-490
-2% -$18K 0.25% 104
2024
Q3 		$770K Buy
20,490
+19,008
+1,283% +$725K 0.49% 70
2024
Q2 		$56K Buy
+1,482
New +$58.6K 0.02% 277
2024
Q1 		– Sell
-1
Closed – – 1016
2023
Q4 		$0 Hold
1
– – ﹤0.01% 1007
2023
Q3 		$0 Buy
+1
New +$44 ﹤0.01% 1097

Other funds holding WSC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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