Crestwood Advisors Group, LLC

Position in WSO — Watsco Inc

CIK 1426853 BOSTON, MA

Position in WSO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$216,699

-$6,304 QoQ

Shares Held

520

-15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#587

of 780 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $3,028,258 across 5 Industrial Distribution names. WSO ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	891	$1,212,116
2	FAST	Fastenal Co	17,700	$850,131
3	MSM	Msc Industrial Direct Co Inc	3,831	$455,697
4	WCC	Wesco International Inc	850	$293,615
5	WSO	Watsco Inc This page	520	$216,699

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,699	520	-15.2%	Shares	Sole	2026-08-03
2026-03-31	$223,003	613	-2.5%	Shares	Sole	2026-05-05
2025-12-31	$211,941	629	+0.3%	Shares	Sole	2026-02-03
2025-09-30	$253,496	627	-5.0%	Shares	Sole	2025-11-07
2025-06-30	$291,469	660	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$336,494	662	+4.6%	Shares	Sole	2025-05-05
2024-12-31	$299,972	633	+18.5%	Shares	Sole	2025-02-04
2024-09-30	$262,663	534	-5.5%	Shares	Sole	2024-10-30
2024-06-30	$261,730	565	+18.0%	Shares	Sole	2024-08-01
2023-12-31	$205,237	479	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.