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American Capital Advisory’s Watsco Inc WSO Stock Holding History

American Capital Advisory’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 		$417 Hold
1
– – ﹤0.01% 988
2026
Q1 		$364 Hold
1
– – ﹤0.01% 925
2025
Q4 		$337 Buy
+1
New +$357 ﹤0.01% 846
2024
Q2 		– Sell
-5
Closed -$1.59K – 506
2024
Q1 		$1.59K Buy
+5
New +$2.01K ﹤0.01% 383

Other funds holding WSO

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
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

American Capital Advisory's WSO Position: Q2 2026 in Review

American Capital Advisory held its Watsco Inc (WSO) position steady in Q2 2026 at 1 share worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #988.

American Capital Advisory first reported a position in WSO in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.59K in Q1 2024. 263 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • American Capital Advisory held 1 share of Watsco Inc worth $417 as of Q2 2026.
  • American Capital Advisory left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #988 holding.
  • American Capital Advisory first reported a position in Watsco Inc in Q1 2024 and has held it in 4 quarters since.
  • American Capital Advisory's Watsco Inc position peaked at $1.59K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.