Position in WSO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$280,459
+$34,537 QoQ
Shares Held
673
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#542
of 780 holders
Holding Since
Jun 2023
12 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, 2026Thrive Wealth Management, LLC holds $280,459 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
|
673 | $280,459 |
All Filings in WSO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,459 | 673 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $245,922 | 676 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $264,412 | 654 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $340,489 | 771 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $368,517 | 725 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $292,864 | 618 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $320,213 | 651 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $307,128 | 663 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $259,613 | 601 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $240,371 | 561 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $205,857 | 545 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $211,715 | 555 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||