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Summit Wealth Group (Colorado)’s WillScot Mobile Mini Holdings WSC Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-8,057
Closed -$335K – 652
2025
Q3 		$335K Buy
+8,057
New +$208K 0.04% 336

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WSC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2025, closing a stake of 8,057 shares — an estimated $335K sold.

Summit Wealth Group (Colorado) first reported a position in WSC in Q3 2025 and held it in 1 quarter. The position peaked at $335K in Q3 2025. 332 funds tracked by Wall St. Rank hold WSC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining WillScot Mobile Mini Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,057 WillScot Mobile Mini Holdings shares in Q4 2025, an estimated $335K.
  • Summit Wealth Group (Colorado) first reported a position in WillScot Mobile Mini Holdings in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s WillScot Mobile Mini Holdings position peaked at $335K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.