Essential Partners
WSO icon

Essential Partners’s Watsco Inc WSO Stock Holding History

Essential 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 		$1.21K Sell
4
-36
-90% -$12K ﹤0.01% 2112
2026
Q2 		$16.7K Buy
40
+34
+567% +$13.7K 0.01% 976
2026
Q1 		$2.18K Buy
6
+1
+20% +$387 ﹤0.01% 1974
2025
Q4 		$1.68K Buy
+5
New +$1.78K ﹤0.01% 1855

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
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 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
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Essential Partners's WSO Position: Q3 2026 in Review

Essential Partners reduced its Watsco Inc (WSO) stake by 90% in Q3 2026, selling an estimated $12K and leaving 4 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Essential Partners first reported a position in WSO in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.7K in Q2 2026. 144 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Essential Partners held 4 shares of Watsco Inc worth $1.21K as of Q3 2026.
  • Essential Partners sold 36 Watsco Inc shares in Q3 2026, an estimated $12K.
  • Watsco Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2112 holding.
  • Essential Partners first reported a position in Watsco Inc in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Watsco Inc position peaked at $16.7K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.