GI
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GAMMA Investing’s Watsco Inc WSO Stock Holding History

GAMMA Investing’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 		$1.02M Buy
3,355
+1,404
+72% +$469K 0.03% 427
2026
Q2 		$813K Buy
1,951
+480
+33% +$193K 0.03% 467
2026
Q1 		$535K Buy
1,471
+776
+112% +$301K 0.03% 545
2025
Q4 		$234K Buy
695
+46
+7% +$16.4K 0.01% 924
2025
Q3 		$262K Sell
649
-117
-15% -$50K 0.01% 808
2025
Q2 		$338K Sell
766
-174
-19% -$80.7K 0.02% 624
2025
Q1 		$478K Buy
940
+406
+76% +$200K 0.04% 437
2024
Q4 		$253K Buy
534
+43
+9% +$21.8K 0.02% 602
2024
Q3 		$242K Buy
491
+133
+37% +$63.9K 0.02% 542
2024
Q2 		$166K Buy
358
+100
+39% +$45.7K 0.02% 567
2024
Q1 		$111K Buy
258
+12
+5% +$4.82K 0.02% 610
2023
Q4 		$96.2K Buy
+246
New +$95.3K 0.03% 562

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
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing's WSO Position: Q3 2026 in Review

GAMMA Investing increased its Watsco Inc (WSO) stake by 72% in Q3 2026, buying an estimated $469K and bringing the position to 3,355 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #427.

GAMMA Investing first reported a position in WSO in Q4 2023 and has held it in 12 quarters since. 27 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • GAMMA Investing held 3,355 shares of Watsco Inc worth $1.02M as of Q3 2026.
  • GAMMA Investing bought 1,404 Watsco Inc shares in Q3 2026, an estimated $469K.
  • Watsco Inc made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #427 holding.
  • GAMMA Investing first reported a position in Watsco Inc in Q4 2023 and has held it in 12 quarters since.
  • 27 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.