Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,085,204
-$1,809,648 QoQ
Shares Held
9,803
-39.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#224
of 780 holders
Holding Since
Mar 2020
23 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, 2026Marks Group Wealth Management, Inc holds $15,131,982 across 3 Industrial Distribution names. WSO ranks #2 (27.0% of the industry book) .
All Filings in WSO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,085,204 | 9,803 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,894,852 | 16,204 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $5,633,803 | 16,720 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,441,949 | 18,407 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,335,135 | 18,874 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $9,118,901 | 17,940 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $8,305,870 | 17,527 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,936,475 | 18,168 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,197,031 | 17,695 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,095,981 | 18,742 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,053,093 | 18,795 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $7,258,645 | 19,217 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,330,708 | 19,217 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,991,884 | 21,976 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,273,812 | 21,146 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,955,307 | 23,131 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,399,481 | 22,609 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,533,309 | 21,446 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,528,347 | 11,277 | Shares | Sole | 2022-03-03 | |
| 2020-12-31 | $1,945,157 | 8,586 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,010,072 | 8,631 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,265,865 | 24,006 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $3,782,605 | 23,936 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||