Position in WSO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,091,455
+$171,618 QoQ
Shares Held
9,818
-8.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#223
of 782 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $11,814,672 across 11 Industrial Distribution names. WSO ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
9,818 | $4,091,455 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
7,947 | $1,886,061 | |
| 3 | WCC |
Wesco International Inc
|
5,460 | $1,886,047 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
7,382 | $878,088 | |
| 5 | QXO |
QXO, Inc.
|
49,285 | $851,644 | |
| 6 | POOL |
Pool Corp
|
3,804 | $817,479 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
5,435 | $621,818 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
1,525 | $515,678 |
All Filings in WSO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,091,455 | 9,818 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,919,837 | 10,775 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,244,019 | 3,692 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,626,903 | 4,024 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,012,903 | 4,558 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,461,188 | 4,842 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,360,919 | 4,982 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,518,917 | 5,121 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,369,472 | 5,115 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,256,179 | 5,223 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,209,191 | 5,156 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,009,092 | 5,319 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $2,516,557 | 6,597 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,105,582 | 6,618 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,680,457 | 6,738 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,817,667 | 7,060 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,689,651 | 7,075 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $193,446 | 635 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $586,962 | 1,876 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $682,454 | 2,579 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $875,685 | 3,055 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $771,037 | 2,957 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $687,352 | 3,034 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $726,383 | 3,119 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $556,378 | 3,131 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $581,392 | 3,679 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||