Position in GWW
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$122,436
+$24,264 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,154
of 1,357 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Copia Wealth Management holds $125,769 across 2 Industrial Distribution names. GWW ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
This page
|
90 | $122,436 | |
| 2 | WSO |
Watsco Inc
|
8 | $3,333 |
All Filings in GWW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,436 | 90 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $98,172 | 90 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $90,814 | 90 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $85,766 | 90 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,362 | 9 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,890 | 9 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,486 | 9 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||