Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,751
+$1,112 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#695
of 782 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $260,040 across 8 Industrial Distribution names. WSO ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
129 | $175,491 | |
| 2 | MSM |
Msc Industrial Direct Co Inc
|
218 | $25,931 | |
| 3 | POOL |
Pool Corp
|
85 | $18,266 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
58 | $13,765 | |
| 5 | FAST |
Fastenal Co
|
224 | $10,758 | |
| 6 | WSO |
Watsco Inc
This page
|
21 | $8,751 | |
| 7 | WCC |
Wesco International Inc
|
17 | $5,872 | |
| 8 | CNM |
Core & Main, Inc.
|
25 | $1,206 |
All Filings in WSO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,751 | 21 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,639 | 21 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,075 | 21 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,043 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,624 | 15 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,690 | 23 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||