DDD Partners’s Watsco Inc WSO Stock Holding History

DDD Partners’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	-50,426	Closed	-$21M	–	179
2026 Q2	$21M	Sell	50,426 -70	-0.1%	-$28.1K	1.31%	23
2026 Q1	$18.4M	Buy	+50,496	New	+$19.6M	1.27%	29

Other funds holding WSO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DDD Partners's WSO Position: Q3 2026 in Review

DDD Partners sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 50,426 shares — an estimated $21M sold.

DDD Partners first reported a position in WSO in Q1 2026 and held it in 2 quarters. The position peaked at $21M in Q2 2026. 383 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

DDD Partners reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
DDD Partners sold 50,426 Watsco Inc shares in Q3 2026, an estimated $21M.
DDD Partners first reported a position in Watsco Inc in Q1 2026 and held it in 2 quarters.
DDD Partners's Watsco Inc position peaked at $21M in Q2 2026.
383 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.