Position in WSO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$730,944
+$499,977 QoQ
Shares Held
1,754
+235.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#394
of 780 holders
Holding Since
Mar 2024
6 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, 2026Diversify Advisory Services, LLC holds $4,734,477 across 7 Industrial Distribution names. WSO ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DXPE |
Dxp Enterprises Inc
|
8,774 | $1,480,524 | |
| 2 | POOL |
Pool Corp
|
5,251 | $1,128,439 | |
| 3 | WSO |
Watsco Inc
This page
|
1,754 | $730,944 | |
| 4 | QXO |
QXO, Inc.
|
29,632 | $512,040 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
277 | $376,830 | |
| 6 | FAST |
Fastenal Co
|
5,926 | $284,625 | |
| 7 | WCC |
Wesco International Inc
|
640 | $221,075 |
All Filings in WSO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,944 | 1,754 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $230,967 | 523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $237,376 | 467 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $242,988 | 494 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $314,076 | 678 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $818,151 | 1,894 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||