ARCADIA INVESTMENT MANAGEMENT CORP/MI

Position in WSO — Watsco Inc

CIK 1016972 KALAMAZOO, MI

Position in WSO

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$6,571,866

+$501,712 QoQ

Shares Held

18,065

+0.3% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Industrials · as of Mar 31, 2026

ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $9,902,960 across 4 Industrial Distribution names. WSO ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSO	Watsco Inc This page	18,065	$6,571,866
2	FAST	Fastenal Co	68,524	$3,179,513
3	WCC	Wesco International Inc	550	$150,491
4	GWW	W.W. Grainger, Inc.	1	$1,090

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,571,866	18,065	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$6,070,154	18,015	+4.0%	Shares	Sole	2026-02-10
2025-09-30	$7,003,284	17,322	-1.8%	Shares	Sole	2025-10-27
2025-06-30	$7,789,293	17,638	-1.4%	Shares	Sole	2025-08-08
2025-03-31	$9,092,470	17,888	-1.6%	Shares	Sole	2025-04-30
2024-12-31	$8,618,637	18,187	-4.8%	Shares	Sole	2025-02-03
2024-09-30	$9,393,432	19,097	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$9,207,821	19,877	-2.3%	Shares	Sole	2024-08-05
2024-03-31	$8,787,133	20,342	+24.8%	Shares	Sole	2024-04-23
2023-12-31	$6,984,489	16,301	-1.0%	Shares	Sole	2024-02-07
2023-09-30	$6,216,893	16,459	-0.7%	Shares	Sole	2023-10-23
2023-06-30	$6,320,576	16,569	-1.1%	Shares	Sole	2023-07-24
2023-03-31	$5,330,452	16,754	-2.2%	Shares	Sole	2023-05-05
2022-12-31	$4,274,217	17,138	-2.1%	Shares	Sole	2023-02-08
2022-09-30	$4,507,609	17,508	+4.6%	Shares	Sole	2022-10-19
2022-06-30	$3,998,563	16,743	+5.2%	Shares	Sole	2022-07-21
2022-03-31	$4,846,213	15,908	-1.3%	Shares	Sole	2022-04-28
2021-12-31	$5,044,564	16,123	+2.3%	Shares	Sole	2022-02-09
2021-09-30	$4,169,088	15,755	-3.2%	Shares	Sole	2021-11-10
2021-06-30	$4,666,499	16,280	+0.0%	Shares	Sole	2021-08-02
2021-03-31	$4,243,706	16,275	-1.6%	Shares	Sole	2021-04-30
2020-12-31	$3,746,004	16,535	-14.3%	Shares	Sole	2021-02-11
2020-09-30	$4,491,283	19,285	+5.9%	Shares	Sole	2020-11-12
2020-06-30	$3,235,917	18,210	+2.8%	Shares	Sole	2020-08-11
2020-03-31	$2,799,501	17,715	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.