Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$272,541
+$14,978 QoQ
Shares Held
654
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#550
of 782 holders
Holding Since
Dec 2025
3 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, 2026Guardian Partners Inc. holds $280,703 across 2 Industrial Distribution names. WSO ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
654 | $272,541 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
6 | $8,162 |
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,541 | 654 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $257,563 | 708 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $231,147 | 686 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||