Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$208,365
+$6,215 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#595
of 782 holders
Holding Since
Mar 2021
14 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, 2026Bedel Financial Consulting, Inc. holds $665,459 across 2 Industrial Distribution names. WSO ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
336 | $457,094 | |
| 2 | WSO |
Watsco Inc
This page
|
500 | $208,365 |
All Filings in WSO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,365 | 500 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $202,150 | 500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $220,810 | 500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $254,150 | 500 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $236,945 | 500 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $245,940 | 500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,620 | 500 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $215,985 | 500 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $214,235 | 500 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $152,320 | 500 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $156,440 | 500 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $132,310 | 500 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $143,320 | 500 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $130,375 | 500 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||