GREENLEAF TRUST

Position in WSO — Watsco Inc

CIK 1162170 KALAMAZOO, MI

Position in WSO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$437,982

+$53,821 QoQ

Shares Held

1,051

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#472

of 780 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Industrials · as of Jun 30, 2026

GREENLEAF TRUST holds $8,839,092 across 5 Industrial Distribution names. WSO ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	83,366	$4,004,068
2	GWW	W.W. Grainger, Inc.	1,924	$2,617,409
3	WCC	Wesco International Inc	2,638	$911,243
4	FERG	Ferguson Enterprises Inc. /DE/	3,659	$868,390
5	WSO	Watsco Inc This page	1,051	$437,982

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$437,982	1,051	-0.5%	Shares	Sole	2026-07-21
2026-03-31	$384,161	1,056	+4.3%	Shares	Sole	2026-04-27
2025-12-31	$340,993	1,012	+27.1%	Shares	Sole	2026-01-21
2025-09-30	$321,822	796	+3.6%	Shares	Sole	2025-10-22
2025-06-30	$339,163	768	-18.0%	Shares	Sole	2025-07-17
2025-03-31	$476,277	937	+0.5%	Shares	Sole	2025-04-30
2024-12-31	$441,665	932	+11.6%	Shares	Defined	2025-01-24
2024-09-30	$410,719	835	-0.4%	Shares	Defined	2024-10-22
2024-06-30	$388,195	838	-61.1%	Shares	Defined	2024-07-22
2024-03-31	$930,463	2,154	+263.2%	Shares	Defined	2024-04-29
2023-09-30	$223,987	593	+4.0%	Shares	Defined	2023-11-09
2023-06-30	$217,437	570	—	Shares	Defined	2023-08-09
No filing history on record for this holder in this stock.