Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,917,374
+$266,132 QoQ
Shares Held
4,601
+1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#291
of 780 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $3,439,268 across 3 Industrial Distribution names. WSO ranks #1 (55.7% of the industry book) .
All Filings in WSO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,374 | 4,601 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,651,242 | 4,539 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,469,438 | 4,361 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $2,024,734 | 5,008 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $2,334,402 | 5,286 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $2,711,271 | 5,334 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,335,329 | 4,928 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,411,195 | 4,902 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $286,745 | 619 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $284,668 | 659 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $299,500 | 699 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $281,401 | 745 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $305,938 | 802 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||