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Aspect Partners’s Watsco Inc WSO Stock Holding History

Aspect 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 		– Sell
-4
Closed -$1.46K – 760
2026
Q1 		$1.46K Hold
4
– – ﹤0.01% 553
2025
Q4 		$1.35K Hold
4
– – ﹤0.01% 609
2025
Q3 		$1.62K Buy
+4
New +$1.71K ﹤0.01% 605

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

Aspect Partners's WSO Position: Q2 2026 in Review

Aspect Partners sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 4 shares — an estimated $1.46K sold.

Aspect Partners first reported a position in WSO in Q3 2025 and held it in 3 quarters. The position peaked at $1.62K in Q3 2025. 188 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Aspect Partners reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 4 Watsco Inc shares in Q2 2026, an estimated $1.46K.
  • Aspect Partners first reported a position in Watsco Inc in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's Watsco Inc position peaked at $1.62K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.