Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$207,114
+$26,311 QoQ
Shares Held
497
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#597
of 780 holders
Holding Since
Mar 2025
6 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, 2026SUMITOMO LIFE INSURANCE CO holds $207,114 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
497 | $207,114 |
All Filings in WSO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,114 | 497 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $180,803 | 497 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $162,072 | 481 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $819,516 | 2,027 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $922,102 | 2,088 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $687,729 | 1,353 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||