Everence Capital Management’s Watsco Inc WSO Stock Holding History

Everence Capital Management’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	$335K	Buy	+1,106	New	+$370K	0.02%	556
2026 Q2	–	Sell	-574	Closed	-$209K	–	938
2026 Q1	$209K	Sell	574 -696	-55%	-$270K	0.01%	740
2025 Q4	$428K	Hold	1,270	–	–	0.03%	445
2025 Q3	$513K	Hold	1,270	–	–	0.03%	384
2025 Q2	$561K	Buy	1,270 +330	+35%	+$153K	0.04%	340
2025 Q1	$478K	Hold	940	–	–	0.03%	382
2024 Q4	$445K	Buy	+940	New	+$476K	0.03%	412

Other funds holding WSO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Everence Capital Management's WSO Position: Q3 2026 in Review

Everence Capital Management opened a new position in Watsco Inc (WSO) in Q3 2026: 1,106 shares worth $335K. The stake represents 0.02% of the portfolio and ranks #556 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in WSO as recently as Q1 2026.

Everence Capital Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q2 2025. 468 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Everence Capital Management held 1,106 shares of Watsco Inc worth $335K as of Q3 2026.
Watsco Inc was a new Everence Capital Management position in Q3 2026.
Watsco Inc made up 0.02% of Everence Capital Management's portfolio in Q3 2026, its #556 holding.
Everence Capital Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
Everence Capital Management's Watsco Inc position peaked at $561K in Q2 2025.
468 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.