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Farther Finance Advisors’s Watsco Inc WSO Stock Holding History

Farther Finance Advisors’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 		$359K Sell
1,187
-340
-22% -$114K ﹤0.01% 1847
2026
Q2 		$636K Sell
1,527
-44
-3% -$17.7K 0.01% 1375
2026
Q1 		$590K Sell
1,571
-313
-17% -$121K 0.01% 1288
2025
Q4 		$635K Buy
1,884
+169
+10% +$60.3K 0.01% 1162
2025
Q3 		$693K Sell
1,715
-150
-8% -$64.1K 0.01% 912
2025
Q2 		$824K Buy
1,865
+260
+16% +$121K 0.02% 684
2025
Q1 		$821K Buy
1,605
+117
+8% +$57.7K 0.02% 587
2024
Q4 		$705K Sell
1,488
-144
-9% -$72.9K 0.03% 483
2024
Q3 		$803K Sell
1,632
-476
-23% -$229K 0.03% 417
2024
Q2 		$974K Buy
2,108
+920
+77% +$421K 0.05% 308
2024
Q1 		$516K Buy
1,188
+596
+101% +$239K 0.03% 385
2023
Q4 		$254K Buy
592
+301
+103% +$117K 0.02% 498
2023
Q3 		$110K Buy
291
+21
+8% +$7.59K 0.02% 522
2023
Q2 		$103K Buy
270
+19
+8% +$6.44K 0.02% 451
2023
Q1 		$79.9K Buy
251
+225
+865% +$66.1K 0.02% 471
2022
Q4 		$6.48K Buy
+26
New +$6.84K ﹤0.01% 1085

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

Farther Finance Advisors's WSO Position: Q3 2026 in Review

Farther Finance Advisors reduced its Watsco Inc (WSO) stake by 22% in Q3 2026, selling an estimated $114K and leaving 1,187 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Farther Finance Advisors first reported a position in WSO in Q4 2022 and has held it in 16 quarters since. The position peaked at $974K in Q2 2024. 28 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Farther Finance Advisors held 1,187 shares of Watsco Inc worth $359K as of Q3 2026.
  • Farther Finance Advisors sold 340 Watsco Inc shares in Q3 2026, an estimated $114K.
  • Watsco Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1847 holding.
  • Farther Finance Advisors first reported a position in Watsco Inc in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Watsco Inc position peaked at $974K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.