Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$207,114
-$920,635 QoQ
Shares Held
497
-84.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#598
of 782 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $19,617,489 across 7 Industrial Distribution names. WSO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
|
38,682 | $8,312,761 | |
| 2 | FAST |
Fastenal Co
|
155,196 | $7,454,063 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
1,153 | $1,568,541 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
4,795 | $1,137,997 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
1,822 | $616,109 | |
| 6 | WCC |
Wesco International Inc
|
929 | $320,904 | |
| 7 | WSO |
Watsco Inc
This page
|
497 | $207,114 |
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,114 | 497 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,127,749 | 3,100 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||