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Crossmark Global Holdings’s Watsco Inc WSO Stock Holding History

Crossmark Global Holdings’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 		$685K Sell
1,644
-469
-22% -$189K 0.01% 761
2026
Q1 		$769K Buy
2,113
+343
+19% +$133K 0.01% 695
2025
Q4 		$596K Sell
1,770
-221
-11% -$78.9K 0.01% 772
2025
Q3 		$805K Sell
1,991
-351
-15% -$150K 0.01% 699
2025
Q2 		$1.03M Buy
2,342
+283
+14% +$131K 0.02% 597
2025
Q1 		$1.05M Sell
2,059
-271
-12% -$134K 0.02% 596
2024
Q4 		$1.1M Sell
2,330
-180
-7% -$91.2K 0.02% 560
2024
Q3 		$1.23M Buy
2,510
+347
+16% +$167K 0.02% 540
2024
Q2 		$1M Sell
2,163
-330
-13% -$151K 0.02% 588
2024
Q1 		$1.08M Hold
2,493
– – 0.02% 594
2023
Q4 		$1.07M Sell
2,493
-62
-2% -$24K 0.02% 575
2023
Q3 		$1.02M Sell
2,555
-73
-3% -$26.4K 0.02% 567
2023
Q2 		$989K Sell
2,628
-332
-11% -$113K 0.02% 592
2023
Q1 		$942K Buy
2,960
+200
+7% +$58.8K 0.02% 601
2022
Q4 		$688K Sell
2,760
-133
-5% -$35K 0.02% 666
2022
Q3 		$745K Sell
2,893
-151
-5% -$40.9K 0.02% 627
2022
Q2 		$727K Buy
3,044
+40
+1% +$10.5K 0.02% 667
2022
Q1 		$915K Hold
3,004
– – 0.02% 655
2021
Q4 		$940K Buy
3,004
+380
+14% +$113K 0.02% 650
2021
Q3 		$694K Sell
2,624
-120
-4% -$33.6K 0.02% 761
2021
Q2 		$787K Sell
2,744
-150
-5% -$42.9K 0.02% 691
2021
Q1 		$755K Buy
2,894
+50
+2% +$12.3K 0.02% 706
2020
Q4 		$644K Sell
2,844
-80
-3% -$18.4K 0.02% 738
2020
Q3 		$681K Sell
2,924
-20
-0.7% -$4.5K 0.02% 655
2020
Q2 		$523K Buy
2,944
+278
+10% +$46K 0.02% 733
2020
Q1 		$421K Sell
2,666
-30
-1% -$5.07K 0.02% 707
2019
Q4 		$486K Buy
2,696
+60
+2% +$10.6K 0.01% 815
2019
Q3 		$446K Sell
2,636
-250
-9% -$40.5K 0.01% 835
2019
Q2 		$472K Sell
2,886
-193
-6% -$30.3K 0.01% 839
2019
Q1 		$441K Buy
3,079
+390
+15% +$56K 0.01% 887
2018
Q4 		$374K Sell
2,689
-490
-15% -$74.7K 0.01% 922
2018
Q3 		$566K Sell
3,179
-610
-16% -$108K 0.01% 878
2018
Q2 		$676K Buy
3,789
+160
+4% +$29.1K 0.02% 768
2018
Q1 		$657K Sell
3,629
-123
-3% -$21.3K 0.02% 771
2017
Q4 		$638K Sell
3,752
-157
-4% -$25.9K 0.02% 832
2017
Q3 		$630K Buy
+3,909
New +$591K 0.02% 817
2016
Q3 		$630K Buy
+3,909
New +$560K 0.02% 817

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
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
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
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crossmark Global Holdings's WSO Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Watsco Inc (WSO) stake by 22% in Q2 2026, selling an estimated $189K and leaving 1,644 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #761.

Crossmark Global Holdings first reported a position in WSO in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.23M in Q3 2024. 97 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Crossmark Global Holdings held 1,644 shares of Watsco Inc worth $685K as of Q2 2026.
  • Crossmark Global Holdings sold 469 Watsco Inc shares in Q2 2026, an estimated $189K.
  • Watsco Inc made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #761 holding.
  • Crossmark Global Holdings first reported a position in Watsco Inc in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Watsco Inc position peaked at $1.23M in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.