Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$703,023
+$89,310 QoQ
Shares Held
1,687
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#399
of 780 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $6,350,043 across 2 Industrial Distribution names. WSO ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
4,151 | $5,647,020 | |
| 2 | WSO |
Watsco Inc
This page
|
1,687 | $703,023 |
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,023 | 1,687 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $613,713 | 1,687 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $567,760 | 1,685 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $680,436 | 1,683 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $745,454 | 1,688 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $853,435 | 1,679 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $795,661 | 1,679 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||