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Elevation Wealth Partners’s Watsco Inc WSO Stock Holding History

Elevation Wealth Partners’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 		$5.42K Buy
13
+3
+30% +$1.21K ﹤0.01% 998
2026
Q1 		$3.64K Buy
+10
New +$3.88K ﹤0.01% 791
2025
Q4 		– Sell
-1
Closed -$405 – 1034
2025
Q3 		$405 Buy
+1
New +$428 ﹤0.01% 829
2024
Q3 		– Sell
-7
Closed -$3.24K – 542
2024
Q2 		$3.24K Buy
+7
New +$3.2K ﹤0.01% 418

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Elevation Wealth Partners's WSO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Watsco Inc (WSO) stake by 30% in Q2 2026, buying an estimated $1.21K and bringing the position to 13 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Elevation Wealth Partners first reported a position in WSO in Q2 2024 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Elevation Wealth Partners held 13 shares of Watsco Inc worth $5.42K as of Q2 2026.
  • Elevation Wealth Partners bought 3 Watsco Inc shares in Q2 2026, an estimated $1.21K.
  • Watsco Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #998 holding.
  • Elevation Wealth Partners first reported a position in Watsco Inc in Q2 2024 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.