Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$149,185
-$11,968 QoQ
Shares Held
358
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#610
of 782 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $11,282,098 across 20 Industrial Distribution names. WSO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
|
37,236 | $8,002,012 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
2,946 | $996,185 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,545 | $603,999 | |
| 4 | FAST |
Fastenal Co
|
8,841 | $424,628 | |
| 5 | WCC |
Wesco International Inc
|
1,129 | $389,986 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
240 | $326,493 | |
| 7 | WSO |
Watsco Inc
This page
|
358 | $149,185 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
1,278 | $146,213 |
All Filings in WSO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,185 | 358 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $161,153 | 443 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $144,546 | 429 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $445,132 | 1,101 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,831,397 | 4,147 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,575,554 | 5,067 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,132,501 | 4,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,021,132 | 4,109 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,718,155 | 3,709 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,457,462 | 3,374 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $405,758 | 947 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $356,565 | 944 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $369,642 | 969 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $307,658 | 967 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $223,710 | 897 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $403,695 | 1,568 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $461,398 | 1,932 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,139 | 30 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||