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True Wealth Design’s WillScot Mobile Mini Holdings WSC Stock Holding History

True Wealth Design’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
-1
Closed -$22 – 2850
2025
Q3 		$22 Sell
1
-1
-50% -$26 ﹤0.01% 2655
2025
Q2 		$55 Sell
2
-6
-75% -$160 ﹤0.01% 2361
2025
Q1 		$223 Buy
+8
New +$272 ﹤0.01% 1906
2024
Q4 		– Sell
-2
Closed -$76 – 1531
2024
Q3 		$76 Sell
2
-6
-75% -$229 ﹤0.01% 1245
2024
Q2 		$302 Buy
8
+4
+100% +$158 ﹤0.01% 714
2024
Q1 		$186 Buy
4
+2
+100% +$93 ﹤0.01% 744
2023
Q4 		$89 Hold
2
– – ﹤0.01% 745
2023
Q3 		$84 Hold
2
– – ﹤0.01% 725
2023
Q2 		$96 Hold
2
– – ﹤0.01% 721
2023
Q1 		$94 Buy
+2
New +$96 ﹤0.01% 793

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return