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Armstrong Advisory Group’s Watsco Inc WSO Stock Holding History

Armstrong Advisory 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 		– Sell
-65
Closed -$23.6K – 1012
2026
Q1 		$23.6K Hold
65
– – ﹤0.01% 531
2025
Q4 		$21.9K Hold
65
– – ﹤0.01% 537
2025
Q3 		$26.3K Hold
65
– – ﹤0.01% 511
2025
Q2 		$28.7K Hold
65
– – ﹤0.01% 483
2025
Q1 		$30.8K Hold
65
– – ﹤0.01% 451
2024
Q4 		$30.8K Hold
65
– – ﹤0.01% 451
2024
Q3 		$32K Hold
65
– – ﹤0.01% 435
2024
Q2 		$30.1K Hold
65
– – ﹤0.01% 428
2024
Q1 		$27.9K Hold
65
– – ﹤0.01% 421
2023
Q4 		$27.9K Hold
65
– – ﹤0.01% 421
2023
Q3 		$24.6K Hold
65
– – ﹤0.01% 446
2023
Q2 		$24.8K Hold
65
– – ﹤0.01% 455
2023
Q1 		$20.7K Hold
65
– – ﹤0.01% 469
2022
Q4 		$16.2K Buy
+65
New +$17.1K ﹤0.01% 518

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

Armstrong Advisory Group's WSO Position: Q2 2026 in Review

Armstrong Advisory Group sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 65 shares — an estimated $23.6K sold.

Armstrong Advisory Group first reported a position in WSO in Q4 2022 and held it in 14 quarters. The position peaked at $32K in Q3 2024. 95 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Armstrong Advisory Group reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Armstrong Advisory Group sold 65 Watsco Inc shares in Q2 2026, an estimated $23.6K.
  • Armstrong Advisory Group first reported a position in Watsco Inc in Q4 2022 and held it in 14 quarters.
  • Armstrong Advisory Group's Watsco Inc position peaked at $32K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.