Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$209,198
+$200,831 QoQ
Shares Held
502
+2082.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#593
of 780 holders
Holding Since
Mar 2025
5 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, 2026ROTHSCHILD INVESTMENT LLC holds $5,288,550 across 20 Industrial Distribution names. WSO ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
|
6,442 | $1,384,385 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
913 | $1,242,045 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
3,528 | $1,192,993 | |
| 4 | WCC |
Wesco International Inc
|
1,793 | $619,355 | |
| 5 | WSO |
Watsco Inc
This page
|
502 | $209,198 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
622 | $147,619 | |
| 7 | FAST |
Fastenal Co
|
2,996 | $143,897 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
999 | $118,831 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,198 | 502 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,367 | 23 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $336 | 1 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $59,618 | 135 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $508 | 1 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||