Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,250
+$794 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#712
of 780 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $378,432 across 11 Industrial Distribution names. WSO ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
182 | $247,592 | |
| 2 | FAST |
Fastenal Co
|
923 | $44,331 | |
| 3 | WCC |
Wesco International Inc
|
76 | $26,252 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
63 | $21,303 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
|
57 | $13,527 | |
| 6 | WSO |
Watsco Inc
This page
|
15 | $6,250 | |
| 7 | CNM |
Core & Main, Inc.
|
106 | $5,114 | |
| 8 | QXO |
QXO, Inc.
|
281 | $4,855 |
All Filings in WSO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,250 | 15 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,456 | 15 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,054 | 15 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $8,086 | 20 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $11,482 | 26 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,232 | 28 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $12,321 | 26 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,788 | 26 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,044 | 26 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,231 | 26 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,140 | 26 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,198 | 27 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,681 | 28 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,908 | 28 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,985 | 24 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,179 | 24 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,030 | 42 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $20,650 | 66 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,966 | 49 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||