Position in WSO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,333
+$423 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#735
of 780 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $125,769 across 2 Industrial Distribution names. WSO ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
90 | $122,436 | |
| 2 | WSO |
Watsco Inc
This page
|
8 | $3,333 |
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333 | 8 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,910 | 8 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,695 | 8 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,234 | 8 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,532 | 8 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,066 | 8 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,791 | 8 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||