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Confluence Investment Management’s Watsco Inc WSO Stock Holding History

Confluence Investment 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 		$97M Buy
+320,431
New +$107M 1.63% 20

Other funds holding WSO

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Confluence Investment Management's WSO Position: Q3 2026 in Review

Confluence Investment Management opened a new position in Watsco Inc (WSO) in Q3 2026: 320,431 shares worth $97M. The stake represents 1.63% of the portfolio and ranks #20 among its holdings.

27 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Confluence Investment Management held 320,431 shares of Watsco Inc worth $97M as of Q3 2026.
  • Watsco Inc was a new Confluence Investment Management position in Q3 2026.
  • Watsco Inc made up 1.63% of Confluence Investment Management's portfolio in Q3 2026, its #20 holding.
  • 27 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.