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OSAIC HOLDINGS, INC.

Position in WSO — Watsco Inc

CIK 1677044 SCOTTSDALE, AZ

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,681,239
+$498,137 QoQ
Shares Held
6,434
+7.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 22% Shared 0% None 78%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $52,364,191 across 19 Industrial Distribution names. WSO ranks #4 (5.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WSO
Watsco Inc
This page
6,434 $2,681,239

All Filings in WSO

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37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,681,239 6,434
2026-03-31 $2,183,102 6,001
2025-12-31 $2,197,586 6,522
2025-09-30 $3,824,676 9,460
2025-06-30 $4,468,309 10,118
2025-03-31 $3,653,150 7,187
2024-12-31 $3,165,583 6,680
2024-09-30 $3,456,436 7,027
2024-06-30 $3,337,642 7,205
2024-03-31 $2,979,295 6,897
2023-12-31 $8,118,218 18,947
2023-09-30 $9,175,571 24,292
2023-06-30 $7,296,371 19,127
2023-03-31 $7,117,235 22,370
2022-12-31 $5,041,118 20,213
2022-09-30 WSO-B 708
2022-09-30 $4,988,026 19,374
2022-06-30 WSO-B $172,652 708
2022-06-30 $3,114,686 13,042
2022-03-31 WSO-B 708
2022-03-31 $1,600,575 5,254
2021-12-31 WSO-B $217,228 708
2021-12-31 $1,539,992 4,922
2021-09-30 WSO-B $190,232 708
2021-09-30 $1,231,538 4,654
2021-06-30 WSO-B 708
2021-06-30 $1,195,572 4,171
2021-03-31 WSO-B $180,894 708
2021-03-31 $981,982 3,766
2020-12-31 WSO-B $164,999 708
2020-12-31 $731,074 3,227
2020-09-30 WSO-B 708
2020-09-30 $628,566 2,699
2020-06-30 WSO-B 708
2020-06-30 $463,793 2,610
2020-03-31 WSO-B $110,653 708
2020-03-31 $426,360 2,698