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DAGCO Inc’s Watsco Inc WSO Stock Holding History

DAGCO Inc’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 		– Sell
-31
Closed -$11.3K – 351
2026
Q1 		$11.3K Hold
31
– – ﹤0.01% 268
2025
Q4 		$10.4K Hold
31
– – ﹤0.01% 278
2025
Q3 		$12.5K Hold
31
– – ﹤0.01% 260
2025
Q2 		$13.7K Hold
31
– – ﹤0.01% 251
2025
Q1 		$15.8K Buy
+31
New +$15.3K 0.01% 225

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

DAGCO Inc's WSO Position: Q2 2026 in Review

DAGCO Inc sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 31 shares — an estimated $11.3K sold.

DAGCO Inc first reported a position in WSO in Q1 2025 and held it in 5 quarters. The position peaked at $15.8K in Q1 2025. 165 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • DAGCO Inc reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 31 Watsco Inc shares in Q2 2026, an estimated $11.3K.
  • DAGCO Inc first reported a position in Watsco Inc in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's Watsco Inc position peaked at $15.8K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.