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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
Q3 		– Sell
-13
Closed -$5.42K – 1416
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's WSO Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 13 shares — an estimated $5.42K sold.

Elevation Wealth Partners first reported a position in WSO in Q2 2024 and held it in 4 quarters. The position peaked at $5.42K in Q2 2026. 27 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 13 Watsco Inc shares in Q3 2026, an estimated $5.42K.
  • Elevation Wealth Partners first reported a position in Watsco Inc in Q2 2024 and held it in 4 quarters.
  • Elevation Wealth Partners's Watsco Inc position peaked at $5.42K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.