Position in WSO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$484,240
+$61,517 QoQ
Shares Held
1,162
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#455
of 782 holders
Holding Since
Jun 2023
13 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, 2026Modera Wealth Management, LLC holds $484,240 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
1,162 | $484,240 |
All Filings in WSO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,240 | 1,162 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $422,723 | 1,162 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $392,546 | 1,165 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $470,605 | 1,164 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $521,111 | 1,180 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $594,202 | 1,169 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $573,406 | 1,210 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $591,731 | 1,203 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $783,338 | 1,691 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $766,746 | 1,775 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $832,517 | 1,943 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $713,513 | 1,889 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $717,545 | 1,881 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||