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Groesbeck Investment Management’s Watsco Inc WSO Stock Holding History

Groesbeck Investment Management’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 		$290K Hold
697
– – 0.46% 48
2026
Q1 		$254K Buy
697
+11
+2% +$4.26K 0.49% 48
2025
Q4 		$231K Hold
686
– – 0.44% 49
2025
Q3 		$277K Hold
686
– – 0.54% 48
2025
Q2 		$303K Hold
686
– – 0.53% 50
2025
Q1 		$349K Hold
686
– – 0.49% 66
2024
Q4 		$325K Sell
686
-800
-54% -$405K 0.42% 71
2024
Q3 		$731K Hold
1,486
– – 1.07% 36
2024
Q2 		$688K Sell
1,486
-779
-34% -$356K 0.95% 38
2024
Q1 		$978K Hold
2,265
– – 1.04% 32
2023
Q4 		$970K Hold
2,265
– – 1.34% 25
2023
Q3 		$856K Buy
2,265
+240
+12% +$86.8K 1.3% 24
2023
Q2 		$772K Hold
2,025
– – 1.18% 29
2023
Q1 		$644K Hold
2,025
– – 0.97% 39
2022
Q4 		$505K Buy
2,025
+45
+2% +$11.8K 0.85% 43
2022
Q3 		$473K Hold
1,980
– – 0.78% 47
2022
Q2 		$473K Hold
1,980
– – 0.78% 47
2022
Q1 		$603K Hold
1,980
– – 0.68% 53
2021
Q4 		$620K Hold
1,980
– – 0.79% 46
2021
Q3 		$524K Hold
1,980
– – 0.61% 63
2021
Q2 		$568K Hold
1,980
– – 0.72% 56
2021
Q1 		$516K Hold
1,980
– – 0.74% 52
2020
Q4 		$449K Sell
1,980
-200
-9% -$46K 0.74% 52
2020
Q3 		$508K Hold
2,180
– – 0.95% 39
2020
Q2 		$387K Buy
2,180
+360
+20% +$59.6K 0.77% 56
2020
Q1 		$288K Hold
1,820
– – 0.77% 53
2019
Q4 		$328K Sell
1,820
-500
-22% -$87.9K 0.24% 86
2019
Q3 		$392K Buy
2,320
+1,020
+78% +$165K 0.29% 81
2019
Q2 		$213K Buy
+1,300
New +$204K 0.17% 96

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
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Groesbeck Investment Management's WSO Position: Q2 2026 in Review

Groesbeck Investment Management held its Watsco Inc (WSO) position steady in Q2 2026 at 697 shares worth $290K. The position accounts for 0.46% of the portfolio, ranked #48.

Groesbeck Investment Management first reported a position in WSO in Q2 2019 and has held it in 29 quarters since. The position peaked at $978K in Q1 2024. 170 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Groesbeck Investment Management held 697 shares of Watsco Inc worth $290K as of Q2 2026.
  • Groesbeck Investment Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.46% of Groesbeck Investment Management's portfolio in Q2 2026, its #48 holding.
  • Groesbeck Investment Management first reported a position in Watsco Inc in Q2 2019 and has held it in 29 quarters since.
  • Groesbeck Investment Management's Watsco Inc position peaked at $978K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.