DecisionPoint Financial
WSO icon

DecisionPoint Financial’s Watsco Inc WSO Stock Holding History

DecisionPoint Financial’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 		$302 Hold
1
– – ﹤0.01% 918
2026
Q2 		$408 Sell
1
-1
-50% -$402 ﹤0.01% 713
2026
Q1 		$728 Hold
2
– – ﹤0.01% 407
2025
Q4 		$674 Hold
2
– – ﹤0.01% 473
2025
Q3 		$809 Hold
2
– – ﹤0.01% 374
2025
Q2 		$912 Buy
+2
New +$928 ﹤0.01% 329

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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
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

DecisionPoint Financial's WSO Position: Q3 2026 in Review

DecisionPoint Financial held its Watsco Inc (WSO) position steady in Q3 2026 at 1 share worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #918.

DecisionPoint Financial first reported a position in WSO in Q2 2025 and has held it in 6 quarters since. The position peaked at $912 in Q2 2025. 240 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • DecisionPoint Financial held 1 share of Watsco Inc worth $302 as of Q3 2026.
  • DecisionPoint Financial left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #918 holding.
  • DecisionPoint Financial first reported a position in Watsco Inc in Q2 2025 and has held it in 6 quarters since.
  • DecisionPoint Financial's Watsco Inc position peaked at $912 in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.