Position in WSO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,175,825
-$116,404 QoQ
Shares Held
19,619
-13.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#152
of 780 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $19,858,315 across 4 Industrial Distribution names. WSO ranks #2 (41.2% of the industry book) .
All Filings in WSO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,175,825 | 19,619 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,292,229 | 22,794 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,501,922 | 25,232 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,150,760 | 25,107 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,019,302 | 24,952 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,201,233 | 24,004 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,955,862 | 23,119 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,174,529 | 22,718 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,421,047 | 22,496 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,588,438 | 22,197 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $9,401,488 | 21,942 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,395,204 | 22,226 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,195,882 | 21,485 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,530,870 | 20,527 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,815,664 | 19,309 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,800,856 | 18,647 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,735,800 | 19,830 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,906,969 | 19,390 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,795,163 | 18,522 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,752,575 | 17,960 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,958,585 | 17,299 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,402,242 | 16,883 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,083,563 | 18,025 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,217,405 | 18,109 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,258,840 | 18,339 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,274,051 | 14,390 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||