AP
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Appleton Partners’s Watsco Inc WSO Stock Holding History

Appleton Partners’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 		$2.44M Sell
5,844
-133
-2% -$53.5K 0.15% 102
2026
Q1 		$2.17M Sell
5,977
-147
-2% -$57K 0.15% 105
2025
Q4 		$2.06M Sell
6,124
-592
-9% -$211K 0.14% 113
2025
Q3 		$2.71M Sell
6,716
-1
-0% -$428 0.18% 103
2025
Q2 		$2.97M Sell
6,717
-85
-1% -$39.4K 0.21% 99
2025
Q1 		$3.46M Buy
6,802
+89
+1% +$43.9K 0.27% 84
2024
Q4 		$3.18M Sell
6,713
-56
-0.8% -$28.4K 0.24% 91
2024
Q3 		$3.33M Sell
6,769
-1,931
-22% -$928K 0.25% 89
2024
Q2 		$4.03M Sell
8,700
-886
-9% -$405K 0.31% 83
2024
Q1 		$4.14M Buy
9,586
+381
+4% +$153K 0.32% 81
2023
Q4 		$3.94M Sell
9,205
-1,514
-14% -$587K 0.32% 80
2023
Q3 		$4.05M Sell
10,719
-502
-4% -$181K 0.36% 77
2023
Q2 		$4.28M Sell
11,221
-781
-7% -$265K 0.36% 76
2023
Q1 		$3.82M Sell
12,002
-1,241
-9% -$365K 0.34% 72
2022
Q4 		$3.3M Sell
13,243
-3,815
-22% -$1M 0.31% 78
2022
Q3 		$4.39M Buy
17,058
+60
+0.4% +$16.3K 0.44% 66
2022
Q2 		$4.06M Buy
16,998
+702
+4% +$185K 0.38% 70
2022
Q1 		$4.96M Buy
16,296
+2,084
+15% +$594K 0.41% 68
2021
Q4 		$4.45M Buy
14,212
+3,357
+31% +$994K 0.33% 80
2021
Q3 		$2.87M Buy
10,855
+9,582
+753% +$2.69M 0.24% 98
2021
Q2 		$365K Buy
+1,273
New +$364K 0.03% 225

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
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
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
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Appleton Partners's WSO Position: Q2 2026 in Review

Appleton Partners reduced its Watsco Inc (WSO) stake by 2.2% in Q2 2026, selling an estimated $53.5K and leaving 5,844 shares worth $2.44M. The position accounts for 0.15% of the portfolio, ranked #102.

Appleton Partners first reported a position in WSO in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.96M in Q1 2022. 139 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Appleton Partners held 5,844 shares of Watsco Inc worth $2.44M as of Q2 2026.
  • Appleton Partners sold 133 Watsco Inc shares in Q2 2026, an estimated $53.5K.
  • Watsco Inc made up 0.15% of Appleton Partners's portfolio in Q2 2026, its #102 holding.
  • Appleton Partners first reported a position in Watsco Inc in Q2 2021 and has held it in 21 quarters since.
  • Appleton Partners's Watsco Inc position peaked at $4.96M in Q1 2022.
  • 139 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.