Financial Management Professionals
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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
Q3 		$4.84K Buy
16
+13
+433% +$4.34K ﹤0.01% 681
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 +$4.3K ﹤0.01% 579

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
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Financial Management Professionals's WSO Position: Q3 2026 in Review

Financial Management Professionals increased its Watsco Inc (WSO) stake by 433% in Q3 2026, buying an estimated $4.34K and bringing the position to 16 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Financial Management Professionals first reported a position in WSO in Q2 2021 and has held it in 22 quarters since. The position peaked at $5K in Q1 2022. 207 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Financial Management Professionals held 16 shares of Watsco Inc worth $4.84K as of Q3 2026.
  • Financial Management Professionals bought 13 Watsco Inc shares in Q3 2026, an estimated $4.34K.
  • Watsco Inc made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #681 holding.
  • Financial Management Professionals first reported a position in Watsco Inc in Q2 2021 and has held it in 22 quarters since.
  • Financial Management Professionals's Watsco Inc position peaked at $5K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.