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Vestmark Advisory Solutions, Inc.

Position in WSO — Watsco Inc

CIK 1736982 Wakefield, MA

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,780,574
-$523,425 QoQ
Shares Held
9,072
-23.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#227
of 780 holders
Holding Since
Jun 2020
25 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, 2026

Vestmark Advisory Solutions, Inc. holds $25,596,452 across 10 Industrial Distribution names. WSO ranks #3 (14.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WSO
Watsco Inc
This page
9,072 $3,780,574

All Filings in WSO

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,780,574 9,072
2026-03-31 $4,303,999 11,831
2025-12-31 $4,144,484 12,300
2025-09-30 $4,768,314 11,794
2025-06-30 $5,123,675 11,602
2025-03-31 $11,847,456 23,308
2024-12-31 $5,516,079 11,640
2024-09-30 $5,537,093 11,257
2024-06-30 $4,932,115 10,647
2024-03-31 $4,479,960 10,371
2023-12-31 $4,126,166 9,630
2023-09-30 $3,534,326 9,357
2023-06-30 $7,530,217 19,740
2023-03-31 $6,240,071 19,613
2022-12-31 $4,636,595 18,591
2022-09-30 $5,007,596 19,450
2022-06-30 $4,330,044 18,131
2022-03-31 $492,907 1,618
2021-12-31 $551,920 1,764
2021-09-30 $401,428 1,517
2021-06-30 $458,624 1,600
2021-03-31 $374,176 1,435
2020-12-31 $290,210 1,281
2020-09-30 $266,659 1,145
2020-06-30 $212,529 1,196