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Arax Advisory Partners

Position in WSO — Watsco Inc

CIK 1586767 DENVER, CO

Position in WSO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$472,155
+$382,663 QoQ
Shares Held
1,133
+360.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#460
of 780 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 69% Shared 0% None 31%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Arax Advisory Partners holds $16,149,397 across 20 Industrial Distribution names. WSO ranks #8 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 WSO
Watsco Inc
This page
1,133 $472,155

All Filings in WSO

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $472,155 1,133
2026-03-31 $89,492 246
2025-12-31 $169,148 502
2025-09-30 $353,358 874
2025-06-30 $93,181 211
2025-03-31 $122,500 241
2024-12-31 $121,315 256
2024-09-30 $60,501 123
2024-06-30 $48,640 105
2024-03-31 $36,717 85
2023-12-31 $36,419 85
2023-09-30 $31,350 83
2023-06-30 $34,332 90
2023-03-31 $30,225 95
2022-12-31 $23,693 95
2022-09-30 $24,716 96
2022-06-30 $21,732 91
2022-03-31 $2,741 9
2021-12-31 $5,006 16
2021-09-30 $4,233 16
2021-06-30 $2,866 10