Position in WSO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$360,471
+$147,291 QoQ
Shares Held
865
+47.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 780 holders
Holding Since
Dec 2023
10 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, 2026EAGLE GLOBAL ADVISORS LLC holds $360,471 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
865 | $360,471 |
All Filings in WSO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,471 | 865 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $213,180 | 586 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $236,919 | 586 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $258,789 | 586 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $311,079 | 612 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $328,405 | 693 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $340,872 | 693 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,025 | 693 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $297,195 | 688 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $258,795 | 604 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||