Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$382,974
-$24,107 QoQ
Shares Held
919
-17.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#494
of 780 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $1,850,625 across 4 Industrial Distribution names. WSO ranks #2 (20.7% of the industry book) .
All Filings in WSO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,974 | 919 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $407,081 | 1,119 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $390,862 | 1,160 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $488,798 | 1,209 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $665,962 | 1,508 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $768,041 | 1,511 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $696,618 | 1,470 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $583,369 | 1,186 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $562,836 | 1,215 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $558,537 | 1,293 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $554,011 | 1,293 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $475,927 | 1,260 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $496,673 | 1,302 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $404,381 | 1,271 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $364,048 | 1,414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $411,964 | 1,725 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $446,906 | 1,467 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $470,884 | 1,505 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $374,966 | 1,417 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $401,869 | 1,402 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||