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Concurrent Investment Advisors’s Watsco Inc WSO Stock Holding History

Concurrent Investment Advisors’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 		$1.72M Buy
4,131
+329
+9% +$132K 0.01% 767
2026
Q1 		$1.38M Buy
3,802
+625
+20% +$242K 0.02% 741
2025
Q4 		$1.07M Buy
3,177
+1,037
+48% +$370K 0.01% 798
2025
Q3 		$865K Sell
2,140
-181
-8% -$77.4K 0.01% 699
2025
Q2 		$1.02M Sell
2,321
-72
-3% -$33.4K 0.02% 586
2025
Q1 		$1.22M Sell
2,393
-96
-4% -$47.3K 0.03% 489
2024
Q4 		$1.18M Sell
2,489
-295
-11% -$149K 0.03% 452
2024
Q3 		$1.37M Sell
2,784
-341
-11% -$164K 0.04% 395
2024
Q2 		$1.45M Sell
3,125
-141
-4% -$64.5K 0.05% 354
2024
Q1 		$1.41M Buy
3,266
+197
+6% +$79.1K 0.06% 308
2023
Q4 		$1.31M Buy
+3,069
New +$1.19M 0.06% 287

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

Concurrent Investment Advisors's WSO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Watsco Inc (WSO) stake by 8.7% in Q2 2026, buying an estimated $132K and bringing the position to 4,131 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #767.

Concurrent Investment Advisors first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Concurrent Investment Advisors held 4,131 shares of Watsco Inc worth $1.72M as of Q2 2026.
  • Concurrent Investment Advisors bought 329 Watsco Inc shares in Q2 2026, an estimated $132K.
  • Watsco Inc made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #767 holding.
  • Concurrent Investment Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • 224 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.