Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$265,040
+$34,034 QoQ
Shares Held
636
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#554
of 782 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026FourThought Financial Partners, LLC holds $552,084 across 2 Industrial Distribution names. WSO ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
211 | $287,044 | |
| 2 | WSO |
Watsco Inc
This page
|
636 | $265,040 |
All Filings in WSO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,040 | 636 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $231,006 | 635 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $205,539 | 610 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $245,814 | 608 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $268,063 | 607 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $306,504 | 603 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $285,281 | 602 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $270,413 | 626 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $268,222 | 626 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $236,075 | 625 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $238,037 | 624 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||