Position in WSO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,253,602
+$890,915 QoQ
Shares Held
17,406
-0.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#159
of 780 holders
Holding Since
Mar 2020
26 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, 2026Vision Capital Management, Inc. holds $7,253,602 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
|
17,406 | $7,253,602 |
All Filings in WSO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,253,602 | 17,406 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,362,687 | 17,490 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,884,494 | 17,464 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,470,655 | 18,478 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,323,212 | 18,847 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,072,646 | 17,849 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,923,914 | 16,721 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,259,648 | 16,792 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,022,525 | 19,477 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,442,853 | 19,545 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,414,722 | 19,639 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,369,694 | 19,511 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,423,024 | 19,459 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,175,803 | 19,411 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,996,978 | 20,036 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,121,136 | 19,891 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,486,772 | 14,600 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,387,120 | 14,401 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,365,927 | 13,954 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,657,842 | 13,823 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,950,185 | 13,781 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,592,092 | 13,776 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $3,200,471 | 14,127 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,401,125 | 14,604 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,636,712 | 14,838 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,423,548 | 15,336 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||