Financial Management Professionals’s Watsco Inc WSO Stock Holding History

Financial Management Professionals’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 Q2	$1.25K	Hold	3	–	–	﹤0.01%	844
2026 Q1	$1.09K	Hold	3	–	–	﹤0.01%	792
2025 Q4	$1.01K	Hold	3	–	–	﹤0.01%	794
2025 Q3	$1.21K	Hold	3	–	–	﹤0.01%	763
2025 Q2	$1.32K	Hold	3	–	–	﹤0.01%	799
2025 Q1	$1.52K	Hold	3	–	–	﹤0.01%	769
2024 Q4	$1.42K	Hold	3	–	–	﹤0.01%	770
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	909
2024 Q2	$1K	Hold	3	–	–	﹤0.01%	876
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	925
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	912
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	854
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	891
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	966
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	887
2022 Q3	$1K	Sell	3 -12	-80%	-$3.25K	﹤0.01%	888
2022 Q2	$4K	Hold	15	–	–	﹤0.01%	672
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	649
2021 Q4	$5K	Hold	15	–	–	﹤0.01%	603
2021 Q3	$4K	Hold	15	–	–	﹤0.01%	637
2021 Q2	$4K	Buy	+15	New	+$4.29K	﹤0.01%	579

Other funds holding WSO

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return