Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,333
-$4,723 QoQ
Shares Held
8
-52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#734
of 780 holders
Holding Since
Sep 2020
6 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, 2026Plante Moran Financial Advisors, LLC holds $445,293 across 10 Industrial Distribution names. WSO ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
307 | $417,642 | |
| 2 | QXO |
QXO, Inc.
|
642 | $11,093 | |
| 3 | FAST |
Fastenal Co
|
180 | $8,645 | |
| 4 | WSO |
Watsco Inc
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|
8 | $3,333 | |
| 5 | REZI |
Resideo Technologies, Inc.
|
68 | $1,461 | |
| 6 | POOL |
Pool Corp
|
6 | $1,289 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
3 | $506 | |
| 8 | DNOW |
DNOW Inc.
|
39 | $505 |
All Filings in WSO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333 | 8 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $8,056 | 17 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $491 | 1 | Shares | Sole | 2024-10-30 | |
| 2022-09-30 | $25,746 | 100 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,910 | 8 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $8,151 | 35 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||