Belpointe Asset Management
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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
Q3 		$545K Sell
1,798
-14
-0.8% -$4.68K 0.02% 714
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Belpointe Asset Management's WSO Position: Q3 2026 in Review

Belpointe Asset Management reduced its Watsco Inc (WSO) stake by 0.77% in Q3 2026, selling an estimated $4.68K and leaving 1,798 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #714.

Belpointe Asset Management first reported a position in WSO in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.43M in Q1 2025. 417 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Belpointe Asset Management held 1,798 shares of Watsco Inc worth $545K as of Q3 2026.
  • Belpointe Asset Management sold 14 Watsco Inc shares in Q3 2026, an estimated $4.68K.
  • Watsco Inc made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #714 holding.
  • Belpointe Asset Management first reported a position in Watsco Inc in Q2 2021 and has held it in 22 quarters since.
  • Belpointe Asset Management's Watsco Inc position peaked at $1.43M in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.