Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Watsco Inc WSO Stock Holding History

Fifth Third Wealth 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 		$473K Sell
1,564
-240
-13% -$80.2K 0.01% 549
2026
Q2 		$752K Buy
1,804
+206
+13% +$82.8K 0.02% 365
2026
Q1 		$581K Buy
1,598
+296
+23% +$115K 0.02% 375
2025
Q4 		$439K Sell
1,302
-8
-0.6% -$2.86K 0.02% 435
2025
Q3 		$530K Buy
1,310
+7
+0.5% +$2.99K 0.02% 362
2025
Q2 		$575K Buy
1,303
+2
+0.2% +$928 0.02% 335
2025
Q1 		$661K Buy
1,301
+2
+0.2% +$986 0.03% 275
2024
Q4 		$616K Buy
1,299
+207
+19% +$105K 0.03% 291
2024
Q3 		$537K Buy
1,092
+13
+1% +$6.25K 0.03% 290
2024
Q2 		$500K Buy
+1,079
New +$493K 0.04% 274

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
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 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

Fifth Third Wealth Advisors's WSO Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Watsco Inc (WSO) stake by 13% in Q3 2026, selling an estimated $80.2K and leaving 1,564 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #549.

Fifth Third Wealth Advisors first reported a position in WSO in Q2 2024 and has held it in 10 quarters since. The position peaked at $752K in Q2 2026. 164 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Fifth Third Wealth Advisors held 1,564 shares of Watsco Inc worth $473K as of Q3 2026.
  • Fifth Third Wealth Advisors sold 240 Watsco Inc shares in Q3 2026, an estimated $80.2K.
  • Watsco Inc made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #549 holding.
  • Fifth Third Wealth Advisors first reported a position in Watsco Inc in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Watsco Inc position peaked at $752K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.