Guardian Partners
WSO icon

Guardian Partners’s Watsco Inc WSO Stock Holding History

Guardian Partners’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 		$198K Hold
654
– – 0.02% 213
2026
Q2 		$273K Sell
654
-54
-8% -$21.7K 0.02% 185
2026
Q1 		$258K Buy
708
+22
+3% +$8.52K 0.02% 175
2025
Q4 		$281K Buy
+686
New +$245K 0.02% 186

Other funds holding WSO

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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
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
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Guardian Partners's WSO Position: Q3 2026 in Review

Guardian Partners held its Watsco Inc (WSO) position steady in Q3 2026 at 654 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #213.

Guardian Partners first reported a position in WSO in Q4 2025 and has held it in 4 quarters since. The position peaked at $281K in Q4 2025. 185 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Guardian Partners held 654 shares of Watsco Inc worth $198K as of Q3 2026.
  • Guardian Partners left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up 0.02% of Guardian Partners's portfolio in Q3 2026, its #213 holding.
  • Guardian Partners first reported a position in Watsco Inc in Q4 2025 and has held it in 4 quarters since.
  • Guardian Partners's Watsco Inc position peaked at $281K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.