Envestnet Portfolio Solutions, Inc.

Position in WSO — Watsco Inc

CIK 1998033 BERWYN, PA

Position in WSO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,182,263

+$146,917 QoQ

Shares Held

2,837

-0.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#335

of 780 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $5,744,901 across 7 Industrial Distribution names. WSO ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/	6,096	$1,446,763
2	GWW	W.W. Grainger, Inc.	914	$1,243,405
3	WSO	Watsco Inc This page	2,837	$1,182,263
4	FAST	Fastenal Co	14,092	$676,838
5	DNOW	DNOW Inc.	43,103	$559,045
6	POOL	Pool Corp	1,821	$391,332
7	WCC	Wesco International Inc	710	$245,255

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,182,263	2,837	-0.3%	Shares	Sole	2026-07-20
2026-03-31	$1,035,346	2,846	-23.4%	Shares	Sole	2026-04-29
2025-12-31	$1,251,095	3,713	-6.5%	Shares	Sole	2026-02-06
2025-09-30	$1,605,071	3,970	-16.1%	Shares	Sole	2025-10-30
2025-06-30	$2,088,862	4,730	+52.5%	Shares	Sole	2025-07-25
2025-03-31	$1,576,746	3,102	-19.8%	Shares	Sole	2025-04-21
2024-12-31	$1,832,058	3,866	-0.8%	Shares	Sole	2025-02-10
2024-09-30	$1,917,348	3,898	-11.3%	Shares	Sole	2024-10-31
2024-06-30	$2,035,013	4,393	-12.0%	Shares	Sole	2024-07-16
2024-03-31	$2,155,962	4,991	+3.4%	Shares	Sole	2024-05-06
2023-12-31	$2,067,796	4,826	+7.2%	Shares	Sole	2024-02-07
2023-09-30	$1,700,873	4,503	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.