Position in WSO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,877
+$32,950 QoQ
Shares Held
698
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#535
of 780 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $290,877 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
|
698 | $290,877 |
All Filings in WSO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,877 | 698 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $257,927 | 709 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $238,897 | 709 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $282,201 | 698 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $308,250 | 698 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $422,397 | 831 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $425,553 | 898 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $443,675 | 902 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $416,452 | 899 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $402,164 | 931 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $400,190 | 934 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $352,790 | 934 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $333,404 | 874 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $276,162 | 868 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $232,939 | 934 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||