Position in WSO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,454,667
+$2,488,160 QoQ
Shares Held
14,994
+70.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.2334267040149393.ToString("F0")%
Shared 0.ToString("F0")%
None 99.76657329598507.ToString("F0")%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Creative Planning holds $107,271,823 across 17 Industrial Distribution names. WSO ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
845,147 | $39,214,820 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
18,873 | $20,586,858 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
32,733 | $8,684,719 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
34,969 | $8,156,868 | |
| 5 | WSO |
Watsco Inc
This page
|
14,994 | $5,454,667 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
56,108 | $5,177,085 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
38,378 | $5,108,495 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
103,097 | $3,475,399 |
All Filings in WSO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,454,667 | 14,994 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,966,507 | 8,804 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,604,095 | 6,441 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,650,160 | 6,001 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,510,828 | 6,907 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,658,522 | 5,610 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,563,677 | 5,212 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,242,543 | 4,841 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,914,490 | 4,432 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,689,456 | 3,943 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,396,808 | 3,698 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,268,768 | 3,326 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,032,429 | 3,245 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $787,106 | 3,156 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $918,359 | 3,567 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $760,880 | 3,186 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $907,827 | 2,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $750,912 | 2,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $614,712 | 2,323 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $611,689 | 2,134 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $566,349 | 2,172 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $391,025 | 1,726 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $358,184 | 1,538 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $256,776 | 1,445 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $211,128 | 1,336 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||