Position in WSO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$767,616
+$160,451 QoQ
Shares Held
1,842
+10.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#387
of 780 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $767,616 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
|
1,842 | $767,616 |
All Filings in WSO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,616 | 1,842 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $607,165 | 1,669 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||