Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$773,034
+$6,165 QoQ
Shares Held
1,855
-12.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#386
of 780 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $8,673,516 across 9 Industrial Distribution names. WSO ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
13,024 | $3,090,985 | |
| 2 | FAST |
Fastenal Co
|
37,801 | $1,815,582 | |
| 3 | POOL |
Pool Corp
|
4,406 | $946,849 | |
| 4 | WSO |
Watsco Inc
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|
1,855 | $773,034 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
367 | $499,266 | |
| 6 | QXO |
QXO, Inc.
|
27,826 | $480,833 | |
| 7 | WCC |
Wesco International Inc
|
1,277 | $441,114 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
1,120 | $378,728 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,034 | 1,855 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $766,869 | 2,108 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $586,293 | 1,740 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $254,709 | 630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,106 | 41 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||