Position in WSO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,901,538
+$1,666,963 QoQ
Shares Held
4,563
+821.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#292
of 780 holders
Holding Since
Jun 2022
10 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, 20261834 INVESTMENT ADVISORS CO holds $1,901,538 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
|
4,563 | $1,901,538 |
All Filings in WSO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,538 | 4,563 | Shares | Sole | 2026-07-30 | |
| 2024-12-31 | $234,575 | 495 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $243,480 | 495 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $283,039 | 611 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $220,304 | 510 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,183,581 | 9,764 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,866,719 | 10,237 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,976,276 | 13,045 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,516,622 | 11,053 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $2,149 | 9 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||