Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,380
+$38,171 QoQ
Shares Held
776
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#522
of 782 holders
Holding Since
Sep 2020
15 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, 2026Dorsey & Whitney Trust CO LLC holds $14,896,479 across 4 Industrial Distribution names. WSO ranks #4 (2.2% of the industry book) .
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,380 | 776 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $285,209 | 784 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $262,144 | 778 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $318,991 | 789 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $343,137 | 777 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $394,947 | 777 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $364,419 | 769 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $374,811 | 762 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $352,988 | 762 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $339,095 | 785 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $336,347 | 785 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $294,620 | 780 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $291,823 | 765 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $240,528 | 756 | Shares | Other | 2023-05-11 | |
| 2020-09-30 | $200,050 | 859 | Shares | Other | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||