Highline Wealth Partners
WSO icon

Highline Wealth Partners’s Watsco Inc WSO Stock Holding History

Highline Wealth 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 		$5.45K Buy
18
+1
+6% +$334 ﹤0.01% 881
2026
Q2 		$7.08K Buy
+17
New +$6.83K ﹤0.01% 746

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Highline Wealth Partners's WSO Position: Q3 2026 in Review

Highline Wealth Partners increased its Watsco Inc (WSO) stake by 5.9% in Q3 2026, buying an estimated $334 and bringing the position to 18 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Highline Wealth Partners first reported a position in WSO in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.08K in Q2 2026. 281 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Highline Wealth Partners held 18 shares of Watsco Inc worth $5.45K as of Q3 2026.
  • Highline Wealth Partners bought 1 Watsco Inc share in Q3 2026, an estimated $334.
  • Watsco Inc made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #881 holding.
  • Highline Wealth Partners first reported a position in Watsco Inc in Q2 2026 and has held it in 2 quarters since.
  • Highline Wealth Partners's Watsco Inc position peaked at $7.08K in Q2 2026.
  • 281 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.