Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,103,084
-$297,871 QoQ
Shares Held
2,647
-31.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#345
of 782 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Mirabaud Asset Management Ltd holds $2,601,110 across 2 Industrial Distribution names. WSO ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,312 | $1,498,026 | |
| 2 | WSO |
Watsco Inc
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|
2,647 | $1,103,084 |
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,084 | 2,647 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,400,955 | 3,851 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,077,229 | 3,197 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,319,635 | 3,264 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,630,019 | 3,691 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,367,327 | 2,690 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,500,335 | 3,166 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,694,526 | 3,445 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,255,380 | 2,710 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,342,994 | 3,109 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $7,511,507 | 17,531 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||