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Livermore
Livermore
ZHEN

Quantum Private Wealth, LLC

SEC CIK
0001929662
Latest filing
Jul 29, 2026

WSO holding history

Watsco Inc in every 13F filed by Quantum Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2026)
890
Value
$370.7K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of WSO by Quantum Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026890$370.7K0.1%−148−14.3%ReducedHolders
Q1 20261,038$377.4K0.1%00.0%UnchangedHolders
Q4 20251,038$349.6K0.1%00.0%UnchangedHolders
Q3 20251,038$419.5K0.1%00.0%UnchangedHolders
Q2 20251,038$458.2K0.1%00.0%UnchangedHolders
Q1 20251,038$527.4K0.2%00.0%UnchangedHolders
Q4 20241,038$491.7K0.2%00.0%UnchangedHolders
Q3 20241,038$510.3K0.2%00.0%UnchangedHolders
Q2 20241,038$480.6K0.2%00.0%UnchangedHolders
Q1 20241,038$448.2K0.2%00.0%UnchangedHolders
Q4 20231,038$444.5K0.2%00.0%UnchangedHolders
Q3 20231,038$391.9K0.2%+11+1.1%AddedHolders
Q2 20231,027$391.6K0.2%+173+20.3%AddedHolders
Q1 2023854$271.6K0.1%00.0%UnchangedHolders
Q4 2022854$212.9K0.1%+854NewHolders