Position in WSO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$17,085
+$2,170 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 780 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $17,613 across 2 Industrial Distribution names. WSO ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
41 | $17,085 | |
| 2 | REZI |
Resideo Technologies, Inc.
|
24 | $528 |
All Filings in WSO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,085 | 41 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $14,915 | 41 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,814 | 41 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $16,576 | 41 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,106 | 41 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $32,022 | 63 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $29,855 | 63 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $30,988 | 63 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $29,184 | 63 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $27,214 | 63 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $26,993 | 63 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $23,796 | 63 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $24,032 | 63 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,044 | 63 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $15,712 | 63 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $16,219 | 63 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $15,045 | 63 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $19,192 | 63 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $19,711 | 63 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $16,671 | 63 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $18,058 | 63 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||