AG
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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
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

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Advocate Group's WSO Position: Q2 2026 in Review

Advocate Group reduced its Watsco Inc (WSO) stake by 6.6% in Q2 2026, selling an estimated $37K and leaving 1,292 shares worth $538K. The position accounts for 0.08% of the portfolio, ranked #93.

Advocate Group first reported a position in WSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $703K in Q1 2025. 300 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Advocate Group held 1,292 shares of Watsco Inc worth $538K as of Q2 2026.
  • Advocate Group sold 92 Watsco Inc shares in Q2 2026, an estimated $37K.
  • Watsco Inc made up 0.08% of Advocate Group's portfolio in Q2 2026, its #93 holding.
  • Advocate Group first reported a position in Watsco Inc in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Watsco Inc position peaked at $703K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.