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 Q3	$1.51K	Sell	5 -1	-17%	-$334	﹤0.01%	750
2026 Q2	$2.5K	Hold	6	–	–	﹤0.01%	601
2026 Q1	$2.18K	Buy	6 +1	+20%	+$387	﹤0.01%	614
2025 Q4	$1.68K	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 $19.9B AUM 12.67% 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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

DiNuzzo Private Wealth's WSO Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Watsco Inc (WSO) stake by 17% in Q3 2026, selling an estimated $334 and leaving 5 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

DiNuzzo Private Wealth first reported a position in WSO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.05K in Q1 2025. 144 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

DiNuzzo Private Wealth held 5 shares of Watsco Inc worth $1.51K as of Q3 2026.
DiNuzzo Private Wealth sold 1 Watsco Inc share in Q3 2026, an estimated $334.
Watsco Inc made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #750 holding.
DiNuzzo Private Wealth first reported a position in Watsco Inc in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Watsco Inc position peaked at $3.05K in Q1 2025.
144 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.