Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,784
+$1,015 QoQ
Shares Held
537
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 780 holders
Holding Since
Jun 2023
11 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, 2026Aureus Asset Management, LLC holds $16,820,457 across 5 Industrial Distribution names. WSO ranks #5 (1.3% of the industry book) .
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,784 | 537 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $222,769 | 551 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $243,332 | 551 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $280,073 | 551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $261,113 | 551 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $271,025 | 551 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $255,245 | 551 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $238,015 | 551 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $236,086 | 551 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $208,123 | 551 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,189 | 551 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||