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Cerity Partners LLC

Position in WSO — Watsco Inc

CIK 1566475 NEW YORK, NY

Position in WSO

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$2,494,870
+$156,775 QoQ
Shares Held
6,858
-1.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 27.150772820064155.ToString("F0")% Shared 28.288130650335376.ToString("F0")% None 44.56109652960047.ToString("F0")%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Mar 31, 2026

Cerity Partners LLC holds $94,905,077 across 11 Industrial Distribution names. WSO ranks #8 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 WSO
Watsco Inc
This page
6,858 $2,494,870

All Filings in WSO

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,494,870 6,858
2025-12-31 $2,338,095 6,939
2025-09-30 $2,541,025 6,285
2025-06-30 $3,164,207 7,165
2025-03-31 $4,413,568 8,683
2024-12-31 $4,065,976 8,580
2024-09-30 $5,229,668 10,632
2024-06-30 $2,592,291 5,596
2024-03-31 $4,637,197 10,735
2023-12-31 $2,333,447 5,446
2023-09-30 $273,091 723
2023-06-30 $712,204 1,867
2023-03-31 $404,381 1,271
2022-12-31 $332,450 1,333
2022-09-30 $876,136 3,403
2022-06-30 $673,233 2,819
2022-03-31 $726,261 2,384