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Belpointe Asset Management’s Watsco Inc WSO Stock Holding History

Belpointe Asset Management’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 		$755K Sell
1,812
-78
-4% -$31.4K 0.02% 581
2026
Q1 		$688K Sell
1,890
-1,632
-46% -$632K 0.03% 587
2025
Q4 		$1.19M Buy
3,522
+183
+5% +$65.3K 0.04% 362
2025
Q3 		$1.35M Buy
3,339
+237
+8% +$101K 0.05% 324
2025
Q2 		$1.37M Buy
3,102
+299
+11% +$139K 0.06% 271
2025
Q1 		$1.43M Buy
2,803
+69
+3% +$34K 0.07% 254
2024
Q4 		$1.3M Sell
2,734
-9
-0.3% -$4.56K 0.08% 247
2024
Q3 		$1.35M Buy
2,743
+400
+17% +$192K 0.08% 243
2024
Q2 		$1.09M Buy
2,343
+40
+2% +$18.3K 0.08% 249
2024
Q1 		$995K Buy
2,303
+338
+17% +$136K 0.07% 265
2023
Q4 		$842K Buy
1,965
+250
+15% +$96.9K 0.07% 247
2023
Q3 		$648K Buy
1,715
+207
+14% +$74.8K 0.07% 272
2023
Q2 		$576K Sell
1,508
-326
-18% -$111K 0.06% 275
2023
Q1 		$583K Buy
1,834
+227
+14% +$66.7K 0.03% 501
2022
Q4 		$401K Sell
1,607
-89
-5% -$23.4K 0.02% 628
2022
Q3 		$436K Buy
1,696
+476
+39% +$129K 0.03% 560
2022
Q2 		$291K Sell
1,220
-25
-2% -$6.58K 0.02% 691
2022
Q1 		$379K Buy
1,245
+569
+84% +$162K 0.02% 631
2021
Q4 		$211K Buy
676
+2
+0.3% +$592 0.01% 870
2021
Q3 		$178K Buy
674
+160
+31% +$44.9K 0.01% 899
2021
Q2 		$147K Buy
+514
New +$147K 0.01% 960

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

Belpointe Asset Management's WSO Position: Q2 2026 in Review

Belpointe Asset Management reduced its Watsco Inc (WSO) stake by 4.1% in Q2 2026, selling an estimated $31.4K and leaving 1,812 shares worth $755K. The position accounts for 0.02% of the portfolio, ranked #581.

Belpointe Asset Management first reported a position in WSO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q1 2025. 300 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Belpointe Asset Management held 1,812 shares of Watsco Inc worth $755K as of Q2 2026.
  • Belpointe Asset Management sold 78 Watsco Inc shares in Q2 2026, an estimated $31.4K.
  • Watsco Inc made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #581 holding.
  • Belpointe Asset Management first reported a position in Watsco Inc in Q2 2021 and has held it in 21 quarters since.
  • Belpointe Asset Management's Watsco Inc position peaked at $1.43M in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.