D.A. DAVIDSON & CO.

Position in WSO — Watsco Inc

CIK 1080107 GREAT FALLS, MT

Position in WSO

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,572,054

+$319,813 QoQ

Shares Held

9,819

+1.7% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

D.A. DAVIDSON & CO. holds $34,108,111 across 6 Industrial Distribution names. WSO ranks #3 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WCC	Wesco International Inc	56,510	$15,462,266
2	FERG	Ferguson Enterprises Inc. /DE/	34,383	$8,020,178
3	WSO	Watsco Inc This page	9,819	$3,572,054
4	GWW	W.W. Grainger, Inc.	3,105	$3,386,965
5	FAST	Fastenal Co	72,146	$3,347,574
6	POOL	Pool Corp	1,577	$319,074

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,572,054	9,819	+1.7%	Shares	Sole	2026-05-05
2025-12-31	$3,252,241	9,652	-1.0%	Shares	Sole	2026-01-29
2025-09-30	$3,941,925	9,750	-1.0%	Shares	Sole	2025-10-22
2025-06-30	$4,349,073	9,848	+2.2%	Shares	Sole	2025-07-30
2025-03-31	$4,898,995	9,638	+5.5%	Shares	Sole	2025-04-28
2024-12-31	$4,330,880	9,139	+0.6%	Shares	Sole	2025-01-31
2024-09-30	$4,468,237	9,084	+4.2%	Shares	Sole	2024-11-13
2024-06-30	$4,036,673	8,714	+2.2%	Shares	Sole	2024-08-01
2024-03-31	$3,681,680	8,523	+13.3%	Shares	Sole	2024-05-13
2023-12-31	$3,222,094	7,520	+4.7%	Shares	Sole	2024-02-09
2023-09-30	$2,712,407	7,181	-0.2%	Shares	Sole	2023-11-08
2023-06-30	$2,743,913	7,193	+0.6%	Shares	Sole	2023-08-11
2023-03-31	$2,275,480	7,152	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.