NewEdge Advisors, LLC

Position in WSO — Watsco Inc

CIK 1633516 NEW ORLEANS, LA

Position in WSO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$640,097

+$364,708 QoQ

Shares Held

1,536

+102.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#408

of 780 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

NewEdge Advisors, LLC holds $21,351,434 across 13 Industrial Distribution names. WSO ranks #6 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	151,189	$7,261,607
2	GWW	W.W. Grainger, Inc.	4,608	$6,268,723
3	WCC	Wesco International Inc	10,672	$3,686,428
4	AIT	Applied Industrial Technologies Inc	4,834	$1,634,617
5	FERG	Ferguson Enterprises Inc. /DE/	2,914	$691,579
6	WSO	Watsco Inc This page	1,536	$640,097
7	POOL	Pool Corp	2,113	$454,083
8	DNOW	DNOW Inc.	25,216	$327,051

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,097	1,536	+102.9%	Shares	Sole	2026-08-12
2026-03-31	$275,389	757	-18.5%	Shares	Sole	2026-06-03
2025-12-31	$313,026	929	-41.2%	Shares	Sole	2026-02-18
2025-09-30	$639,198	1,581	-48.7%	Shares	Sole	2025-11-17
2025-06-30	$1,361,956	3,084	-4.0%	Shares	Sole	2025-08-14
2025-03-31	$1,633,167	3,213	+5.5%	Shares	Sole	2025-05-15
2024-12-31	$1,443,468	3,046	-1.2%	Shares	Sole	2025-02-13
2024-09-30	$1,515,974	3,082	+19.8%	Shares	Sole	2024-11-14
2024-06-30	$1,191,916	2,573	-7.9%	Shares	Sole	2024-08-16
2024-03-31	$1,207,356	2,795	-2.2%	Shares	Sole	2024-05-14
2023-12-31	$1,224,995	2,859	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$1,094,254	2,897	-9.8%	Shares	Sole	2023-11-14
2023-06-30	$1,224,518	3,210	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$1,032,429	3,245	-6.4%	Shares	Sole	2023-05-12
2022-12-31	$77,671	3,466	+5.7%	Shares	Sole	2023-02-14
2022-09-30	$844,468	3,280	-17.2%	Shares	Sole	2022-11-14
2022-06-30	$945,727	3,960	-31.0%	Shares	Sole	2022-08-09
2021-12-31	$1,794,992	5,737	+25.6%	Shares	Sole	2022-02-17
2021-09-30	$1,208,519	4,567	-1.0%	Shares	Sole	2021-10-29
2021-06-30	$1,321,697	4,611	+2.1%	Shares	Sole	2021-07-22
2021-03-31	$1,178,068	4,518	-54.7%	Shares	Sole	2021-04-26
2020-12-31	$2,260,062	9,976	+130.7%	Shares	Sole	2021-01-27
2020-09-30	$1,007,249	4,325	-8.1%	Shares	Sole	2020-11-03
2020-06-30	$836,433	4,707	+6.4%	Shares	Sole	2020-07-29
2020-03-31	$699,124	4,424	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.