Dakota Wealth Management

Position in WSO — Watsco Inc

CIK 1631353 PALM BEACH GARDENS, FL

Position in WSO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$295,878

+$39,043 QoQ

Shares Held

710

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#535

of 782 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Dakota Wealth Management holds $3,937,293 across 4 Industrial Distribution names. WSO ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	53,233	$2,556,780
2	AIT	Applied Industrial Technologies Inc	2,238	$756,779
3	GWW	W.W. Grainger, Inc.	241	$327,856
4	WSO	Watsco Inc This page	710	$295,878

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,878	710	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$256,835	706	+7.3%	Shares	Sole	2026-08-26
2025-12-31	$221,713	658	+10.4%	Shares	Sole	2026-08-26
2025-09-30	$240,962	596	+5.3%	Shares	Sole	2026-08-26
2025-06-30	$249,956	566	0.0%	Shares	Sole	2025-07-16
2025-03-31	$287,697	566	-24.7%	Shares	Sole	2025-05-02
2024-12-31	$356,365	752	0.0%	Shares	Sole	2025-01-17
2024-09-30	$369,893	752	-11.5%	Shares	Sole	2024-10-23
2024-06-30	$393,754	850	-88.6%	Shares	Sole	2024-07-22
2024-03-31	$3,222,064	7,459	+2.2%	Shares	Sole	2024-04-24
2023-12-31	$3,126,974	7,298	+43.8%	Shares	Sole	2024-01-30
2023-09-30	$1,917,306	5,076	+10.1%	Shares	Sole	2023-10-24
2023-06-30	$1,758,958	4,611	-37.7%	Shares	Sole	2023-07-31
2020-12-31	$1,676,696	7,401	-7.9%	Shares	Sole	2021-02-12
2020-09-30	$1,870,572	8,032	-13.2%	Shares	Sole	2020-11-04
2020-06-30	$1,643,547	9,249	+8.3%	Shares	Sole	2020-08-07
2020-03-31	$1,349,734	8,541	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.