Position in WSO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$961,812
-$2,595 QoQ
Shares Held
2,308
-12.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 780 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $31,014,863 across 18 Industrial Distribution names. WSO ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
575,584 | $9,946,091 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
5,133 | $6,982,933 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
14,360 | $4,855,834 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
13,089 | $3,106,412 | |
| 5 | FAST |
Fastenal Co
|
45,020 | $2,162,310 | |
| 6 | TITN |
Titan Machinery Inc.
|
63,866 | $1,348,849 | |
| 7 | WSO |
Watsco Inc
This page
|
2,308 | $961,812 | |
| 8 | WCC |
Wesco International Inc
|
2,510 | $867,029 |
All Filings in WSO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,812 | 2,308 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $964,407 | 2,651 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $853,494 | 2,533 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,040,263 | 2,573 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,123,481 | 2,544 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,258,550 | 2,476 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,166,717 | 2,462 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $978,349 | 1,989 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $905,634 | 1,955 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $822,038 | 1,903 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $737,396 | 1,721 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $629,659 | 1,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $596,619 | 1,564 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $475,331 | 1,494 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $364,622 | 1,462 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $380,525 | 1,478 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $336,497 | 1,409 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $453,304 | 1,488 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $437,719 | 1,399 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $370,997 | 1,402 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $425,947 | 1,486 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $528,540 | 2,027 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $415,266 | 1,833 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $435,271 | 1,869 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $300,668 | 1,692 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $285,876 | 1,809 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||