Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Watsco Inc WSO Stock Holding History

Dynamic Advisor Solutions’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 		$763K Buy
+2,522
New +$843K 0.02% 533
2023
Q3 		– Sell
-574
Closed -$219K – 887
2023
Q2 		$219K Buy
+574
New +$195K 0.01% 718

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
COA
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dynamic Advisor Solutions's WSO Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Watsco Inc (WSO) in Q3 2026: 2,522 shares worth $763K. The stake represents 0.02% of the portfolio and ranks #533 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in WSO as recently as Q2 2023.

Dynamic Advisor Solutions first reported a position in WSO in Q2 2023 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Dynamic Advisor Solutions held 2,522 shares of Watsco Inc worth $763K as of Q3 2026.
  • Watsco Inc was a new Dynamic Advisor Solutions position in Q3 2026.
  • Watsco Inc made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #533 holding.
  • Dynamic Advisor Solutions first reported a position in Watsco Inc in Q2 2023 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.