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Drucker Wealth 3.0’s Watsco Inc WSO Stock Holding History

Drucker Wealth 3.0’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 		$781K Sell
1,874
-4
-0.2% -$1.61K 0.12% 134
2026
Q1 		$683K Buy
1,878
+260
+16% +$101K 0.12% 139
2025
Q4 		$545K Buy
1,618
+415
+34% +$148K 0.1% 155
2025
Q3 		$486K Buy
+1,203
New +$514K 0.09% 163

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
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

Drucker Wealth 3.0's WSO Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Watsco Inc (WSO) stake by 0.21% in Q2 2026, selling an estimated $1.61K and leaving 1,874 shares worth $781K. The position accounts for 0.12% of the portfolio, ranked #134.

Drucker Wealth 3.0 first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Drucker Wealth 3.0 held 1,874 shares of Watsco Inc worth $781K as of Q2 2026.
  • Drucker Wealth 3.0 sold 4 Watsco Inc shares in Q2 2026, an estimated $1.61K.
  • Watsco Inc made up 0.12% of Drucker Wealth 3.0's portfolio in Q2 2026, its #134 holding.
  • Drucker Wealth 3.0 first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.