AXXCESS WEALTH MANAGEMENT, LLC

Position in WSO — Watsco Inc

CIK 1911056 CARLSBAD, CA

Position in WSO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$333,384

-$2,555 QoQ

Shares Held

800

-19.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#517

of 780 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $3,982,337 across 4 Industrial Distribution names. WSO ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	2,180	$2,965,672
2	AIT	Applied Industrial Technologies Inc	1,068	$361,144
3	WSO	Watsco Inc This page	800	$333,384
4	FAST	Fastenal Co	6,707	$322,137

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,384	800	-19.8%	Shares	Sole	2026-07-28
2025-12-31	$335,939	997	-16.0%	Shares	Sole	2026-02-19
2025-09-30	$479,904	1,187	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$530,385	1,201	-0.2%	Shares	Sole	2025-07-28
2025-03-31	$611,993	1,204	-13.4%	Shares	Sole	2025-04-30
2024-12-31	$659,180	1,391	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$686,664	1,396	-1.2%	Shares	Sole	2024-11-04
2024-06-30	$654,558	1,413	-0.6%	Shares	Sole	2024-08-09
2024-03-31	$614,261	1,422	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$610,141	1,424	+82.8%	Shares	Sole	2024-02-06
2023-09-30	$294,243	779	+11.4%	Shares	Sole	2023-11-14
2023-06-30	$266,647	699	-5.7%	Shares	Sole	2023-08-08
2023-03-31	$235,756	741	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.