CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in WSO — Watsco Inc

CIK 1766904 RICHMOND, VA

Position in WSO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$254,203

+$37,387 QoQ

Shares Held

610

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#561

of 780 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,760,333 across 5 Industrial Distribution names. WSO ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	459	$624,419
2	FAST	Fastenal Co	8,604	$413,243
3	WCC	Wesco International Inc	1,091	$376,861
4	WSO	Watsco Inc This page	610	$254,203
5	FERG	Ferguson Enterprises Inc. /DE/	386	$91,607

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,203	610	+2.3%	Shares	Other	2026-07-17
2026-03-31	$216,816	596	-5.5%	Shares	Other	2026-04-29
2025-12-31	$212,614	631	-0.3%	Shares	Other	2026-02-09
2025-09-30	$255,920	633	+19.4%	Shares	Other	2025-11-10
2025-06-30	$234,056	530	-2.0%	Shares	Other	2025-08-13
2025-03-31	$274,989	541	+3.6%	Shares	Other	2025-05-09
2024-12-31	$247,368	522	-66.9%	Shares	Other	2025-02-14
2024-09-30	$776,185	1,578	-2.1%	Shares	Other	2024-10-30
2024-06-30	$746,742	1,612	-0.9%	Shares	Other	2024-07-22
2024-03-31	$702,814	1,627	+5.4%	Shares	Defined	2024-04-30
2023-12-31	$661,557	1,544	+42.8%	Shares	Other	2024-02-07
2023-09-30	$408,315	1,081	+5.6%	Shares	Defined	2023-11-13
2023-06-30	$390,625	1,024	+15.1%	Shares	Defined	2023-08-10
2023-03-31	$283,162	890	+9.3%	Shares	Defined	2023-05-12
2022-12-31	$203,011	814	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.