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Prestige Wealth Management Group LLC

Position in WSO — Watsco Inc

CIK 1772715 FLEMINGTON, NJ

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$833
+$470 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#772
of 782 holders
Holding Since
Mar 2026
2 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, 2026

Prestige Wealth Management Group LLC holds $38,429 across 5 Industrial Distribution names. WSO ranks #5 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSO
Watsco Inc
This page
2 $833

All Filings in WSO

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $833 2
2026-03-31 $363 1