Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$61,259
-$290,077 QoQ
Shares Held
147
-83.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#634
of 782 holders
Holding Since
Sep 2025
2 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, 2026Institute for Wealth Management, LLC. holds $1,724,604 across 8 Industrial Distribution names. WSO ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
43,031 | $743,575 | |
| 2 | WCC |
Wesco International Inc
|
1,836 | $634,209 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
85 | $115,634 | |
| 4 | SITE |
SiteOne Landscape Supply, Inc.
|
742 | $84,892 | |
| 5 | FAST |
Fastenal Co
|
1,292 | $62,054 | |
| 6 | WSO |
Watsco Inc
This page
|
147 | $61,259 | |
| 7 | CNM |
Core & Main, Inc.
|
466 | $22,484 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
23 | $497 |
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,259 | 147 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $351,336 | 869 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||