Advocate Group’s Watsco Inc WSO Stock Holding History

Advocate Group’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,292	Closed	-$538K	–	128
2026 Q2	$538K	Sell	1,292 -92	-7%	-$37K	0.08%	93
2026 Q1	$503K	Hold	1,384	–	–	0.08%	95
2025 Q4	$466K	Hold	1,384	–	–	0.08%	94
2025 Q3	$560K	Hold	1,384	–	–	0.09%	91
2025 Q2	$611K	Hold	1,384	–	–	0.11%	88
2025 Q1	$703K	Hold	1,384	–	–	0.13%	85
2024 Q4	$656K	Hold	1,384	–	–	0.12%	88
2024 Q3	$681K	Hold	1,384	–	–	0.12%	87
2024 Q2	$641K	Hold	1,384	–	–	0.13%	88
2024 Q1	$598K	Hold	1,384	–	–	0.12%	91
2023 Q4	$593K	Sell	1,384 -113	-8%	-$43.8K	0.13%	92
2023 Q3	$565K	Sell	1,497 -4	-0.3%	-$1.45K	0.13%	91
2023 Q2	$573K	Hold	1,501	–	–	0.13%	89
2023 Q1	$478K	Hold	1,501	–	–	0.1%	96
2022 Q4	$374K	Sell	1,501 -119	-7%	-$31.3K	0.08%	98
2022 Q3	$417K	Sell	1,620 -23	-1%	-$6.23K	0.1%	87
2022 Q2	$392K	Buy	+1,643	New	+$432K	0.09%	92

Other funds holding WSO

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Advocate Group's WSO Position: Q3 2026 in Review

Advocate Group sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 1,292 shares — an estimated $538K sold.

Advocate Group first reported a position in WSO in Q2 2022 and held it in 17 quarters. The position peaked at $703K in Q1 2025. 281 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Advocate Group reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
Advocate Group sold 1,292 Watsco Inc shares in Q3 2026, an estimated $538K.
Advocate Group first reported a position in Watsco Inc in Q2 2022 and held it in 17 quarters.
Advocate Group's Watsco Inc position peaked at $703K in Q1 2025.
281 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.