Position in WSO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,917
+$1,005 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#704
of 782 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $86,437 across 7 Industrial Distribution names. WSO ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
28 | $38,091 | |
| 2 | FAST |
Fastenal Co
|
348 | $16,714 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
68 | $16,138 | |
| 4 | WSO |
Watsco Inc
This page
|
19 | $7,917 | |
| 5 | POOL |
Pool Corp
|
29 | $6,232 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
40 | $870 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
4 | $475 |
All Filings in WSO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,917 | 19 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,912 | 19 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,728 | 17 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||