Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$380,474
+$44,696 QoQ
Shares Held
913
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#495
of 780 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $864,504 across 2 Industrial Distribution names. WSO ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
28,011 | $484,030 | |
| 2 | WSO |
Watsco Inc
This page
|
913 | $380,474 |
All Filings in WSO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,474 | 913 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $335,778 | 923 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $457,470 | 900 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $382,903 | 808 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $343,824 | 699 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $317,319 | 685 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $269,549 | 624 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $240,800 | 562 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $215,300 | 570 | Shares | Sole | 2023-10-24 | |
| 2020-09-30 | $2,096 | 9 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||