Advisor OS, LLC

Position in WSO — Watsco Inc

CIK 1767580 CHICAGO, IL

Position in WSO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$425,063

-$58,409 QoQ

Shares Held

1,020

-23.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#477

of 780 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Advisor OS, LLC holds $1,324,845 across 4 Industrial Distribution names. WSO ranks #1 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSO	Watsco Inc This page	1,020	$425,063
2	MSM	Msc Industrial Direct Co Inc	3,052	$363,035
3	GWW	W.W. Grainger, Inc.	203	$276,160
4	FERG	Ferguson Enterprises Inc. /DE/	1,098	$260,587

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,063	1,020	-23.3%	Shares	Sole	2026-08-05
2026-03-31	$483,472	1,329	+38.6%	Shares	Sole	2026-05-08
2025-12-31	$323,132	959	-6.4%	Shares	Sole	2026-02-04
2025-09-30	$414,405	1,025	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$451,334	1,022	-9.1%	Shares	Sole	2025-08-14
2025-03-31	$571,327	1,124	-4.0%	Shares	Sole	2025-05-06
2024-12-31	$554,922	1,171	-41.2%	Shares	Sole	2025-02-05
2024-09-30	$980,312	1,993	-30.4%	Shares	Sole	2024-11-04
2024-06-30	$1,326,252	2,863	-1.3%	Shares	Sole	2024-08-05
2024-03-31	$1,253,573	2,902	+15.1%	Shares	Sole	2024-05-09
2023-12-31	$1,080,169	2,521	-6.4%	Shares	Sole	2024-02-08
2023-09-30	$1,017,196	2,693	+1.1%	Shares	Sole	2023-11-03
2023-06-30	$1,016,614	2,665	+4.8%	Shares	Sole	2023-08-08
2023-03-31	$809,077	2,543	+4.2%	Shares	Sole	2023-04-25
2022-12-31	$608,534	2,440	+10.7%	Shares	Sole	2023-02-01
2022-09-30	$567,437	2,204	-3.2%	Shares	Sole	2022-11-04
2022-06-30	$543,788	2,277	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.