Position in WSO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,517,465
-$1,652,295 QoQ
Shares Held
6,041
-47.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#267
of 780 holders
Holding Since
Jun 2021
11 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $23,580,441 across 8 Industrial Distribution names. WSO ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
50,396 | $11,960,482 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
4,197 | $5,709,598 | |
| 3 | WSO |
Watsco Inc
This page
|
6,041 | $2,517,465 | |
| 4 | FAST |
Fastenal Co
|
34,485 | $1,656,314 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
1,596 | $539,687 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
4,491 | $534,204 | |
| 7 | POOL |
Pool Corp
|
1,928 | $414,327 | |
| 8 | WCC |
Wesco International Inc
|
719 | $248,364 |
All Filings in WSO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,517,465 | 6,041 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,169,760 | 11,462 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,497,945 | 13,349 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,252,095 | 15,464 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,748,836 | 15,282 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $7,856,284 | 15,456 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,611,989 | 7,622 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $219,378 | 446 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $204,752 | 442 | Shares | Defined | 2024-08-14 | |
| 2023-06-30 | $207,138 | 543 | Shares | Defined | 2023-08-14 | |
| 2021-06-30 | $235,618 | 822 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||