Position in WMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$81,933
+$79,191 QoQ
Shares Held
522
+2510.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#431
of 543 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $6,054,924 across 25 Building Products & Equipment names. WMS ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
24,989 | $1,832,943 | |
| 2 | TT |
Trane Technologies plc
|
3,381 | $1,660,611 | |
| 3 | JCI |
Johnson Controls International plc
|
4,290 | $626,811 | |
| 4 | OC |
Owens Corning
|
3,620 | $575,435 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
10,292 | $565,030 | |
| 6 | MAS |
Masco Corp /De/
|
3,600 | $292,932 | |
| 7 | CSL |
Carlisle Companies Inc
|
612 | $222,003 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
1,429 | $127,866 |
All Filings in WMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,933 | 522 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,742 | 20 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,593 | 301 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,644 | 120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,553 | 118 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $15,716 | 100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,039 | 100 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $5,577 | 49 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,575 | 49 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,126 | 49 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||