Baron Wealth Management LLC WCC — WESCO INTL INC

Ownership history in Baron Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported WESCO INTL INC (WCC) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q2. The latest visible filing shows WCC at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in WESCO INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WCC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WCC stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held WCC — position size vs. price
% of Fund (quarterly)    WCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,303 -27 -2.0% 0.12% $450K 2026-07-07 $307.21
2026 Q1 REDUCED — — — 1,330 -1 -0.1% 0.11% $364K 2026-04-16 $307.42
2025 Q4 ADDED — — — 1,331 +75 +6.0% 0.10% $326K 2026-01-14 $275.71
2025 Q3 ADDED — — — 1,256 +14 +1.1% 0.09% $266K 2025-10-20 $217.75
2025 Q2 INITIATED — — — 1,242 — — 0.08% $230K 2025-07-09 $196.90

🏢 Other funds also holding WCC

As of 2026 Q2 — sorted by position size

Olstein Capital Management, L.P. 3Y 7Y 0.79% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.19% Versant Capital Management, Inc 3Y 7Y 0.04% Cedar Mountain Advisors, LLC 3Y 0.01% GAMMA Investing LLC 0.01% Retirement Wealth Solutions LLC 0.01% Dogwood Wealth Management LLC 0.0% Noble Wealth Management PBC 0.0% CX Institutional 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Baron Wealth Management LLC and WCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning WCC?

Baron Wealth Management LLC reported WCC across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported WCC position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for WCC was 0.12% in 2026 Q2.

What is the latest reported WCC position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 1,303 shares, equal to 0.12% of portfolio, with an estimated market value of $450K.

What does the chart on this WCC ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly WCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baron Wealth Management LLC time their WCC position?

Based on 13F filing dates vs. subsequent WCC price moves, Baron Wealth Management LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on WCC relative to SPY over the holding period was +28.4%.

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