Position in WSO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,000
+$635 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
of 780 holders
Holding Since
Dec 2024
7 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $6,944 across 2 Industrial Distribution names. WSO ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
12 | $5,000 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
17 | $1,944 |
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,000 | 12 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,365 | 12 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,043 | 12 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,851 | 12 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,299 | 12 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,282 | 34 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,112 | 34 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||