CX Institutional
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CX Institutional’s Watsco Inc WSO Stock Holding History

CX Institutional’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 		$1K Hold
4
– – ﹤0.01% 1664
2026
Q2 		$2K Hold
4
– – ﹤0.01% 1492
2026
Q1 		$1K Hold
4
– – ﹤0.01% 1542
2025
Q4 		$1K Buy
+4
New +$1.43K ﹤0.01% 1510
2020
Q3 		– Sell
-9
Closed -$2K – 918
2020
Q2 		$2K Buy
+9
New +$1.49K ﹤0.01% 771
2019
Q3 		– Sell
-7
Closed -$1K – 957
2019
Q2 		$1K Buy
+7
New +$1.1K ﹤0.01% 915

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
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 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

CX Institutional's WSO Position: Q3 2026 in Review

CX Institutional held its Watsco Inc (WSO) position steady in Q3 2026 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

CX Institutional first reported a position in WSO in Q2 2019 and has held it in 6 quarters since. The position peaked at $2K in Q2 2026. 159 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • CX Institutional held 4 shares of Watsco Inc worth $1K as of Q3 2026.
  • CX Institutional left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1664 holding.
  • CX Institutional first reported a position in Watsco Inc in Q2 2019 and has held it in 6 quarters since.
  • CX Institutional's Watsco Inc position peaked at $2K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.