Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$454,235
+$440,048 QoQ
Shares Held
1,090
+2694.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 780 holders
Holding Since
Jun 2021
15 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, 2026Clearstead Advisors, LLC holds $5,577,379 across 17 Industrial Distribution names. WSO ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
2,001 | $2,722,160 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
2,120 | $716,878 | |
| 3 | FAST |
Fastenal Co
|
14,300 | $686,829 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,076 | $492,697 | |
| 5 | WSO |
Watsco Inc
This page
|
1,090 | $454,235 | |
| 6 | QXO |
QXO, Inc.
|
18,202 | $314,530 | |
| 7 | WCC |
Wesco International Inc
|
315 | $108,810 | |
| 8 | POOL |
Pool Corp
|
187 | $40,186 |
All Filings in WSO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,235 | 1,090 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,187 | 39 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $58,629 | 174 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $48,516 | 120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $125,861 | 285 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $140,290 | 276 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $406,123 | 857 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $553,365 | 1,125 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $541,064 | 1,168 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,686 | 34 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,140 | 26 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,798 | 18 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,051 | 8 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,181 | 10 | Shares | Sole | 2023-05-09 | |
| 2021-06-30 | $2,293 | 8 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||