Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$934,308
+$131,788 QoQ
Shares Held
2,242
+1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#357
of 780 holders
Holding Since
Sep 2021
20 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, 2026FAS Wealth Partners, Inc. holds $1,230,875 across 2 Industrial Distribution names. WSO ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
2,242 | $934,308 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
218 | $296,567 |
All Filings in WSO
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,308 | 2,242 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $802,520 | 2,206 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 WSO-B | $732,932 | 2,163 | Shares | Sole | 2026-02-18 | |
| 2025-12-31 | $743,311 | 2,206 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 WSO-B | — | 2,164 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $891,885 | 2,206 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 WSO-B | $946,706 | 2,164 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $971,122 | 2,199 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 WSO-B | — | 2,164 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $1,114,193 | 2,192 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 WSO-B | — | 2,164 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,035,923 | 2,186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 WSO-B | — | 2,164 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $1,072,298 | 2,180 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 WSO-B | — | 2,206 | Shares | Sole | 2024-07-29 | |
| 2024-06-30 | $1,022,370 | 2,207 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 WSO-B | $944,140 | 2,199 | Shares | Sole | 2024-04-29 | |
| 2024-03-31 | $950,765 | 2,201 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 WSO-B | — | 2,192 | Shares | Sole | 2024-01-23 | |
| 2023-12-31 | $942,634 | 2,200 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 WSO-B | — | 2,184 | Shares | Sole | 2023-10-23 | |
| 2023-09-30 | $827,962 | 2,192 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 WSO-B | — | 2,176 | Shares | Sole | 2023-08-08 | |
| 2023-06-30 | $851,441 | 2,232 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 WSO-B | $683,613 | 2,168 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $697,724 | 2,193 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 WSO-B | $545,169 | 2,159 | Shares | Sole | 2023-02-01 | |
| 2022-12-31 | $544,440 | 2,183 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 WSO-B | — | 2,150 | Shares | Sole | 2022-10-20 | |
| 2022-09-30 | $559,718 | 2,174 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 WSO-B | $522,104 | 2,141 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $516,806 | 2,164 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 WSO-B | — | 2,133 | Shares | Sole | 2022-05-04 | |
| 2022-03-31 | $649,492 | 2,132 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 WSO-B | $651,992 | 2,125 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $664,557 | 2,124 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 WSO-B | $285,617 | 1,063 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $281,026 | 1,062 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||