Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$919,723
+$66,636 QoQ
Shares Held
2,207
-5.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#363
of 782 holders
Holding Since
Jun 2024
9 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, 2026Cranbrook Wealth Management, LLC holds $919,723 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
|
2,207 | $919,723 |
All Filings in WSO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,723 | 2,207 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $853,087 | 2,345 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $805,647 | 2,391 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $761,701 | 1,884 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $832,012 | 1,884 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $957,637 | 1,884 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $907,025 | 1,914 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $941,458 | 1,914 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $604,064 | 1,304 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||