Position in WSO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$603,008
+$57,688 QoQ
Shares Held
1,447
-3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#423
of 780 holders
Holding Since
Dec 2023
11 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, 2026LGT Group Foundation holds $62,989,312 across 3 Industrial Distribution names. WSO ranks #3 (1.0% of the industry book) .
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,008 | 1,447 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $545,320 | 1,499 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $505,087 | 1,499 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $655,774 | 1,622 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,223,728 | 2,771 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $14,154,629 | 27,847 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,243,329 | 27,946 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $12,291,096 | 24,988 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,169,564 | 15,477 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $6,207,408 | 14,370 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,199,532 | 14,469 | Shares | Defined | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||