Diversify Advisory Services
WSO icon

Diversify Advisory Services’s Watsco Inc WSO Stock Holding History

Diversify Advisory Services’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 		$580K Buy
1,935
+181
+10% +$60.5K 0.01% 870
2026
Q2 		$639K Buy
+1,754
New +$705K 0.01% 791
2025
Q3 		– Sell
-523
Closed -$221K – 919
2025
Q2 		$221K Buy
523
+56
+12% +$26K 0.01% 763
2025
Q1 		$213K Buy
+467
New +$230K 0.01% 600
2024
Q4 		– Sell
-494
Closed -$239K – 694
2024
Q3 		$239K Sell
494
-184
-27% -$88.4K 0.01% 559
2024
Q2 		$323K Sell
678
-1,216
-64% -$556K 0.02% 483
2024
Q1 		$822K Buy
+1,894
New +$761K 0.05% 300

Other funds holding WSO

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
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
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Crown Oak Advisors
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Diversify Advisory Services's WSO Position: Q3 2026 in Review

Diversify Advisory Services increased its Watsco Inc (WSO) stake by 10% in Q3 2026, buying an estimated $60.5K and bringing the position to 1,935 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #870.

Diversify Advisory Services first reported a position in WSO in Q1 2024 and has held it in 7 quarters since. The position peaked at $822K in Q1 2024. 129 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Diversify Advisory Services held 1,935 shares of Watsco Inc worth $580K as of Q3 2026.
  • Diversify Advisory Services bought 181 Watsco Inc shares in Q3 2026, an estimated $60.5K.
  • Watsco Inc made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #870 holding.
  • Diversify Advisory Services first reported a position in Watsco Inc in Q1 2024 and has held it in 7 quarters since.
  • Diversify Advisory Services's Watsco Inc position peaked at $822K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.