DiNuzzo Private Wealth’s Watsco Inc WSO Stock Holding History

DiNuzzo Private Wealth’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	$2.5K	Hold	6	–	–	﹤0.01%	601
2026 Q1	$2.18K	Buy	6 +1	+20%	+$387	﹤0.01%	614
2025 Q4	$1.69K	Sell	5 -1	-17%	-$357	﹤0.01%	708
2025 Q3	$2.42K	Hold	6	–	–	﹤0.01%	575
2025 Q2	$2.65K	Hold	6	–	–	﹤0.01%	527
2025 Q1	$3.05K	Hold	6	–	–	﹤0.01%	461
2024 Q4	$2.84K	Hold	6	–	–	﹤0.01%	484
2024 Q3	$2.95K	Hold	6	–	–	﹤0.01%	476
2024 Q2	$2.78K	Buy	6 +1	+20%	+$457	﹤0.01%	413
2024 Q1	$2.16K	Hold	5	–	–	﹤0.01%	447
2023 Q4	$2.14K	Buy	+5	New	+$1.94K	﹤0.01%	412

Other funds holding WSO

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return