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True Wealth Design’s Scansource SCSC Stock Holding History

True Wealth Design’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$182 – 2860
2026
Q1 		$182 Sell
5
-36
-88% -$1.38K ﹤0.01% 2348
2025
Q4 		$1.6K Hold
41
– – ﹤0.01% 1534
2025
Q3 		$1.8K Buy
41
+5
+14% +$213 ﹤0.01% 1502
2025
Q2 		$1.51K Hold
36
– – ﹤0.01% 1295
2025
Q1 		$1.23K Buy
+36
New +$1.47K ﹤0.01% 1192

Other funds holding SCSC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's SCSC Position: Q2 2026 in Review

True Wealth Design sold out of Scansource (SCSC) in Q2 2026, closing a stake of 5 shares — an estimated $182 sold.

True Wealth Design first reported a position in SCSC in Q1 2025 and held it in 5 quarters. The position peaked at $1.8K in Q3 2025. 13 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • True Wealth Design reported no remaining Scansource position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 5 Scansource shares in Q2 2026, an estimated $182.
  • True Wealth Design first reported a position in Scansource in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Scansource position peaked at $1.8K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.