Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$370,889
-$6,725 QoQ
Shares Held
890
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#501
of 782 holders
Holding Since
Dec 2022
15 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, 2026Quantum Private Wealth, LLC holds $370,889 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
890 | $370,889 |
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,889 | 890 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $377,614 | 1,038 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $349,754 | 1,038 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $419,663 | 1,038 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $458,401 | 1,038 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $527,615 | 1,038 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $491,897 | 1,038 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $510,571 | 1,038 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $480,843 | 1,038 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $448,384 | 1,038 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $444,751 | 1,038 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $392,073 | 1,038 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $391,769 | 1,027 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $271,708 | 854 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $212,987 | 854 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||