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MV CAPITAL MANAGEMENT, INC.

Position in WSO — Watsco Inc

CIK 1633366 BETHESDA, MD

Position in WSO

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$3,750
+$2,295 QoQ
Shares Held
9
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#731
of 780 holders
Holding Since
Jun 2025
5 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, 2026

MV CAPITAL MANAGEMENT, INC. holds $130,657 across 9 Industrial Distribution names. WSO ranks #5 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSO
Watsco Inc
This page
9 $3,750

All Filings in WSO

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,750 9
2026-03-31 $1,455 4
2025-12-31 $1,347 4
2025-09-30 $1,212 3
2025-06-30 $441 1