Position in WSO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$283,376
New position
Shares Held
680
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#540
of 780 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $730,947 across 2 Industrial Distribution names. WSO ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
329 | $447,571 | |
| 2 | WSO |
Watsco Inc
This page
|
680 | $283,376 |
All Filings in WSO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,376 | 680 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||