TCI Wealth Advisors, Inc.

Position in WSO — Watsco Inc

CIK 1583751 Tucson, AZ

Position in WSO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,329,368

+$197,618 QoQ

Shares Held

3,190

+2.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#318

of 780 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $2,201,384 across 2 Industrial Distribution names. WSO ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WSO	Watsco Inc This page	3,190	$1,329,368
2	GWW	W.W. Grainger, Inc.	641	$872,016

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,329,368	3,190	+2.5%	Shares	Sole	2026-07-29
2026-03-31	$1,131,750	3,111	+74.3%	Shares	Sole	2026-04-27
2025-12-31	$601,455	1,785	-0.3%	Shares	Sole	2026-02-02
2025-09-30	$724,101	1,791	-0.3%	Shares	Sole	2025-10-14
2025-06-30	$793,149	1,796	+3565.3%	Shares	Sole	2025-07-16
2023-03-31	$15,589	49	+2.1%	Shares	Sole	2023-05-03
2022-12-31	$11,971	48	-2.0%	Shares	Sole	2023-02-07
2022-09-30	$12,615	49	-16.9%	Shares	Sole	2022-11-08
2022-06-30	$14,090	59	+391.7%	Shares	Sole	2022-07-19
2022-03-31	$3,655	12	0.0%	Shares	Sole	2022-04-29
2021-12-31	$3,754	12	0.0%	Shares	Sole	2022-01-24
2021-09-30	$3,175	12	0.0%	Shares	Sole	2021-10-29
2021-06-30	$3,439	12	0.0%	Shares	Sole	2021-08-02
2021-03-31	$3,129	12	0.0%	Shares	Sole	2021-04-29
2020-12-31	$2,718	12	0.0%	Shares	Sole	2021-01-21
2020-09-30	$2,794	12	0.0%	Shares	Sole	2020-10-20
2020-06-30	$2,132	12	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.