GIA
WSO icon

GHP Investment Advisors’s Watsco Inc WSO Stock Holding History

GHP Investment 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
Q2 		$831K Sell
1,993
-737
-27% -$296K 0.03% 287
2026
Q1 		$993K Sell
2,730
-360
-12% -$139K 0.04% 281
2025
Q4 		$1.04M Sell
3,090
-472
-13% -$169K 0.04% 275
2025
Q3 		$1.44M Sell
3,562
-1,198
-25% -$512K 0.06% 245
2025
Q2 		$2.1M Sell
4,760
-1,322
-22% -$613K 0.09% 214
2025
Q1 		$3.09M Sell
6,082
-927
-13% -$457K 0.15% 184
2024
Q4 		$3.32M Sell
7,009
-426
-6% -$216K 0.16% 181
2024
Q3 		$3.66M Sell
7,435
-551
-7% -$265K 0.17% 182
2024
Q2 		$3.7M Sell
7,986
-502
-6% -$229K 0.18% 169
2024
Q1 		$3.67M Sell
8,488
-7,083
-45% -$2.85M 0.18% 174
2023
Q4 		$6.67M Sell
15,571
-800
-5% -$310K 0.36% 103
2023
Q3 		$6.26M Buy
16,371
+557
+4% +$201K 0.38% 95
2023
Q2 		$5.66M Buy
15,814
+1,575
+11% +$534K 0.33% 108
2023
Q1 		$4.53M Buy
14,239
+825
+6% +$242K 0.29% 125
2022
Q4 		$3.35M Buy
13,414
+5,012
+60% +$1.32M 0.23% 156
2022
Q3 		$2.16M Buy
8,402
+8,285
+7,081% +$2.25M 0.17% 192
2022
Q2 		$28K Sell
117
-68
-37% -$17.9K ﹤0.01% 537
2022
Q1 		$56K Buy
+185
New +$52.8K ﹤0.01% 481

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

GHP Investment Advisors's WSO Position: Q2 2026 in Review

GHP Investment Advisors reduced its Watsco Inc (WSO) stake by 27% in Q2 2026, selling an estimated $296K and leaving 1,993 shares worth $831K. The position accounts for 0.03% of the portfolio, ranked #287.

GHP Investment Advisors first reported a position in WSO in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.67M in Q4 2023. 282 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • GHP Investment Advisors held 1,993 shares of Watsco Inc worth $831K as of Q2 2026.
  • GHP Investment Advisors sold 737 Watsco Inc shares in Q2 2026, an estimated $296K.
  • Watsco Inc made up 0.03% of GHP Investment Advisors's portfolio in Q2 2026, its #287 holding.
  • GHP Investment Advisors first reported a position in Watsco Inc in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Watsco Inc position peaked at $6.67M in Q4 2023.
  • 282 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.