Position in WSO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,257,995
+$309,478 QoQ
Shares Held
7,818
-3.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#243
of 782 holders
Holding Since
Mar 2024
10 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, 2026Prosperity Consulting Group, LLC holds $4,723,763 across 6 Industrial Distribution names. WSO ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
7,818 | $3,257,995 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,731 | $410,818 | |
| 3 | MSM |
Msc Industrial Direct Co Inc
|
2,738 | $325,685 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
214 | $291,125 | |
| 5 | FAST |
Fastenal Co
|
4,898 | $235,250 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
600 | $202,890 |
All Filings in WSO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,257,995 | 7,818 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,948,517 | 8,105 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,884,628 | 8,561 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,863,086 | 9,555 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,485,975 | 10,158 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,399,670 | 10,623 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,260,179 | 11,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,653,668 | 11,494 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,299,928 | 11,441 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,399,193 | 12,499 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||