Cornerstone Planning Group
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Cornerstone Planning Group’s Watsco Inc WSO Stock Holding History

Cornerstone Planning Group’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 		– Sell
-11
Closed -$3.98K – 1731
2026
Q2 		$3.98K Hold
11
– – ﹤0.01% 1146
2026
Q1 		$4.63K Buy
11
+5
+83% +$1.94K ﹤0.01% 1105
2025
Q4 		$2.31K Buy
+6
New +$2.14K ﹤0.01% 1170
2024
Q3 		– Sell
-2
Closed -$923 – 1380
2024
Q2 		$923 Buy
+2
New +$914 ﹤0.01% 963
2022
Q4 		$1.05K Buy
+4
New +$1.05K ﹤0.01% 1347

Other funds holding WSO

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Cornerstone Planning Group's WSO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 11 shares — an estimated $3.98K sold.

Cornerstone Planning Group first reported a position in WSO in Q4 2022 and held it in 5 quarters. The position peaked at $4.63K in Q1 2026. 144 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 11 Watsco Inc shares in Q3 2026, an estimated $3.98K.
  • Cornerstone Planning Group first reported a position in Watsco Inc in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's Watsco Inc position peaked at $4.63K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.