Cresset Asset Management, LLC

Position in WSO — Watsco Inc

CIK 1761013 Chicago, IL

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,313,532

+$152,679 QoQ

Shares Held

3,152

-1.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#322

of 780 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Industrials · as of Jun 30, 2026

Cresset Asset Management, LLC holds $32,123,073 across 7 Industrial Distribution names. WSO ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	9,714	$13,214,925
2	FAST	Fastenal Co	246,930	$11,860,047
3	FERG	Ferguson Enterprises Inc. /DE/	17,995	$4,270,753
4	WSO	Watsco Inc This page	3,152	$1,313,532
5	AIT	Applied Industrial Technologies Inc	1,853	$626,591
6	WCC	Wesco International Inc	1,467	$506,745
7	QXO	QXO, Inc.	19,125	$330,480

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,313,532	3,152	-1.2%	Shares	Sole	2026-08-14
2026-03-31	$1,160,853	3,191	-6.5%	Shares	Sole	2026-05-15
2025-12-31	$1,149,673	3,412	-8.0%	Shares	Sole	2026-02-17
2025-09-30	$1,499,144	3,708	+26.7%	Shares	Sole	2026-01-22
2025-06-30	$1,292,621	2,927	-59.9%	Shares	Sole	2026-01-22
2025-03-31	$3,711,606	7,302	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$3,407,742	7,191	-38.6%	Shares	Sole	2025-02-14
2024-09-30	$5,761,881	11,714	+3.9%	Shares	Defined	2024-11-14
2024-06-30	$5,220,251	11,269	+11.7%	Shares	Defined	2024-08-14
2024-03-31	$4,356,417	10,085	+43.4%	Shares	Sole	2024-05-15
2023-12-31	$3,013,857	7,034	-4.4%	Shares	Defined	2024-02-14
2023-09-30	$2,780,019	7,360	+16.2%	Shares	Defined	2023-11-14
2023-06-30	$2,415,849	6,333	+636.4%	Shares	Sole	2023-08-14
2022-09-30	$221,415	860	-54.3%	Shares	Sole	2022-11-14
2021-06-30	$539,169	1,881	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.