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Savant Capital, LLC

Position in WSO — Watsco Inc

CIK 1482880 ROCKFORD, IL

Position in WSO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$401,310
+$94,704 QoQ
Shares Held
963
+48.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 780 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority Sole 64% Shared 4% None 31%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Savant Capital, LLC holds $13,434,782 across 8 Industrial Distribution names. WSO ranks #5 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSO
Watsco Inc
This page
963 $401,310

All Filings in WSO

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $401,310 963
2024-12-31 $306,606 647
2024-09-30 $319,722 650
2024-06-30 $273,311 590
2024-03-31 $262,205 607
2023-12-31 $249,798 583
2023-09-30 $248,917 659
2023-06-30 $227,737 597