Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,604,385
+$3,198,208 QoQ
Shares Held
75,839
-2.9% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#69
of 782 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Wilkinson Global Asset Management LLC holds $31,604,385 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
75,839 | $31,604,385 |
All Filings in WSO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,604,385 | 75,839 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $28,406,177 | 78,084 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $26,593,778 | 78,925 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $33,024,436 | 81,683 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $35,980,988 | 81,475 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,307,493 | 87,168 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $41,289,087 | 87,128 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $42,953,912 | 87,326 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $41,031,482 | 88,575 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $39,676,443 | 91,850 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $32,030,702 | 74,756 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,786,418 | 76,211 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $28,942,509 | 75,871 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $24,169,341 | 75,966 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $19,058,150 | 76,416 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,015,915 | 46,671 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,864,645 | 11,995 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,919,193 | 12,865 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,025,201 | 12,865 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $3,454,614 | 13,055 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,737,785 | 13,040 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $2,305,030 | 8,840 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||