Cranbrook Wealth Management
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Cranbrook Wealth Management’s Watsco Inc WSO Stock Holding History

Cranbrook Wealth 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 		– Sell
-2,207
Closed -$920K – 411
2026
Q2 		$920K Sell
2,207
-138
-6% -$55.5K 0.17% 67
2026
Q1 		$853K Sell
2,345
-46
-2% -$17.8K 0.17% 68
2025
Q4 		$806K Buy
2,391
+507
+27% +$181K 0.16% 70
2025
Q3 		$762K Hold
1,884
– – 0.15% 67
2025
Q2 		$832K Hold
1,884
– – 0.18% 64
2025
Q1 		$958K Sell
1,884
-30
-2% -$14.8K 0.22% 55
2024
Q4 		$907K Hold
1,914
– – 0.21% 57
2024
Q3 		$941K Buy
1,914
+610
+47% +$293K 0.21% 56
2024
Q2 		$604K Buy
+1,304
New +$596K 0.15% 65

Other funds holding WSO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 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

Cranbrook Wealth Management's WSO Position: Q3 2026 in Review

Cranbrook Wealth Management sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 2,207 shares — an estimated $920K sold.

Cranbrook Wealth Management first reported a position in WSO in Q2 2024 and held it in 9 quarters. The position peaked at $958K in Q1 2025. 449 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Cranbrook Wealth Management reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
  • Cranbrook Wealth Management sold 2,207 Watsco Inc shares in Q3 2026, an estimated $920K.
  • Cranbrook Wealth Management first reported a position in Watsco Inc in Q2 2024 and held it in 9 quarters.
  • Cranbrook Wealth Management's Watsco Inc position peaked at $958K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.