Focus Partners Wealth

Position in WSO — Watsco Inc

CIK 1542153 ST LOUIS, MO

Position in WSO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,368,276

+$393,261 QoQ

Shares Held

5,683

+4.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#277

of 782 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Industrials · as of Jun 30, 2026

Focus Partners Wealth holds $72,054,737 across 9 Industrial Distribution names. WSO ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	31,374	$42,681,189
2	FAST	Fastenal Co	215,395	$10,345,421
3	WCC	Wesco International Inc	17,721	$6,121,365
4	MSM	Msc Industrial Direct Co Inc	26,487	$3,150,628
5	AIT	Applied Industrial Technologies Inc	8,376	$2,832,344
6	WSO	Watsco Inc This page	5,683	$2,368,276
7	SITE	SiteOne Landscape Supply, Inc.	14,547	$1,664,322
8	FERG	Ferguson Enterprises Inc. /DE/	6,416	$1,522,709

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,368,276	5,683	+4.7%	Shares	Sole	2026-08-12
2026-03-31	$1,975,015	5,429	-36.0%	Shares	Sole	2026-05-15
2025-12-31	$2,856,999	8,479	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$3,494,364	8,643	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$3,874,773	8,774	+2.9%	Shares	Sole	2025-08-14
2025-03-31	$4,332,749	8,524	+10.5%	Shares	Sole	2025-05-20
2024-12-31	$3,655,587	7,714	+48.0%	Shares	Sole	2025-05-20
2024-09-30	$2,563,678	5,212	-64.3%	Shares	Sole	2024-11-14
2024-06-30	$6,759,598	14,592	+549.4%	Shares	Sole	2024-08-15
2024-03-31	$970,636	2,247	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.