Position in WSO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$102,569,753
+$39,069,846 QoQ
Shares Held
246,130
+41.0% QoQ
Ownership
0.597%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#28
of 780 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $804,894,751 across 14 Industrial Distribution names. WSO ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
7,245,230 | $347,988,395 | |
| 2 | WCC |
Wesco International Inc
|
307,582 | $106,248,049 | |
| 3 | WSO |
Watsco Inc
This page
|
246,130 | $102,569,753 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
52,531 | $71,463,172 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
130,450 | $44,111,667 | |
| 6 | POOL |
Pool Corp
|
156,176 | $33,562,221 | |
| 7 | CNM |
Core & Main, Inc.
|
570,739 | $27,538,156 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
969,382 | $20,979,645 |
All Filings in WSO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,569,753 | 246,130 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $63,499,907 | 174,551 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $26,202,242 | 77,763 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $32,669,865 | 80,806 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $36,441,157 | 82,517 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $43,695,500 | 85,964 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $40,169,285 | 84,765 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $43,196,900 | 87,820 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $52,087,168 | 112,441 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $59,310,776 | 137,303 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $61,587,420 | 143,738 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $53,996,962 | 142,955 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $54,316,368 | 142,387 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $41,908,670 | 131,722 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $32,664,914 | 130,974 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $33,346,734 | 129,522 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $31,317,899 | 131,136 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $34,202,541 | 112,272 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $35,110,767 | 112,218 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $30,157,947 | 113,967 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $32,814,833 | 114,481 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $29,462,402 | 112,991 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $22,234,296 | 98,143 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $22,934,075 | 98,476 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $18,302,744 | 102,998 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $15,710,393 | 99,414 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||