Position in WSO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$283,376
+$34,544 QoQ
Shares Held
680
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#540
of 782 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Somerset Trust Co holds $283,376 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
680 | $283,376 |
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,376 | 680 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $248,832 | 684 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $225,082 | 668 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||