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Howland Capital Management’s Watsco Inc WSO Stock Holding History

Howland Capital 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 		$33.5M Sell
80,495
-2,669
-3% -$1.07M 1.21% 21
2026
Q1 		$30.3M Sell
83,164
-697
-0.8% -$270K 1.2% 27
2025
Q4 		$28.3M Sell
83,861
-7,251
-8% -$2.59M 1.07% 28
2025
Q3 		$36.8M Sell
91,112
-19,317
-17% -$8.26M 1.4% 20
2025
Q2 		$48.8M Sell
110,429
-4,395
-4% -$2.04M 1.99% 13
2025
Q1 		$58.4M Sell
114,824
-4,069
-3% -$2.01M 2.6% 7
2024
Q4 		$56.3M Sell
118,893
-1,362
-1% -$690K 2.47% 9
2024
Q3 		$59.2M Sell
120,255
-4,805
-4% -$2.31M 2.56% 6
2024
Q2 		$57.9M Sell
125,060
-10,672
-8% -$4.88M 2.77% 6
2024
Q1 		$58.6M Sell
135,732
-5,513
-4% -$2.21M 2.83% 6
2023
Q4 		$60.5M Sell
141,245
-1
-0% -$387 3.2% 6
2023
Q3 		$53.4M Sell
141,246
-6,288
-4% -$2.27M 3.11% 6
2023
Q2 		$56.3M Sell
147,534
-4,569
-3% -$1.55M 3.23% 6
2023
Q1 		$48.4M Sell
152,103
-2,615
-2% -$768K 2.92% 4
2022
Q4 		$38.6M Sell
154,718
-3,786
-2% -$996K 2.38% 9
2022
Q3 		$40.8M Buy
158,504
+902
+0.6% +$244K 2.62% 7
2022
Q2 		$37.6M Buy
157,602
+658
+0.4% +$173K 2.31% 9
2022
Q1 		$47.8M Sell
156,944
-775
-0.5% -$221K 2.58% 9
2021
Q4 		$49.3M Sell
157,719
-626
-0.4% -$185K 2.51% 8
2021
Q3 		$41.9M Sell
158,345
-3,180
-2% -$892K 2.21% 12
2021
Q2 		$46.3M Sell
161,525
-710
-0.4% -$203K 2.39% 11
2021
Q1 		$42.3M Buy
162,235
+282
+0.2% +$69.5K 2.36% 11
2020
Q4 		$36.7M Buy
161,953
+1,008
+0.6% +$232K 2.15% 12
2020
Q3 		$37.5M Buy
160,945
+243
+0.2% +$54.7K 2.47% 9
2020
Q2 		$28.6M Buy
160,702
+3,840
+2% +$635K 2.05% 11
2020
Q1 		$24.8M Buy
156,862
+4,112
+3% +$694K 2.17% 11
2019
Q4 		$27.5M Buy
152,750
+10,164
+7% +$1.79M 1.95% 12
2019
Q3 		$24.1M Buy
142,586
+6,373
+5% +$1.03M 1.83% 15
2019
Q2 		$22.3M Sell
136,213
-618
-0.5% -$97.1K 1.72% 14
2019
Q1 		$19.6M Sell
136,831
-1,400
-1% -$201K 1.6% 20
2018
Q4 		$19.2M Sell
138,231
-4,224
-3% -$644K 1.81% 17
2018
Q3 		$25.4M Buy
142,455
+1,051
+0.7% +$186K 1.93% 11
2018
Q2 		$25.2M Sell
141,404
-1,296
-0.9% -$236K 2.01% 8
2018
Q1 		$25.8M Sell
142,700
-704
-0.5% -$122K 2.08% 9
2017
Q4 		$24.4M Buy
143,404
+1,995
+1% +$330K 1.95% 12
2017
Q3 		$22.8M Sell
141,409
-295
-0.2% -$44.6K 1.88% 16
2017
Q2 		$21.9M Buy
141,704
+72
+0.1% +$10.3K 1.85% 15
2017
Q1 		$20.3M Sell
141,632
-5,241
-4% -$785K 1.76% 17
2016
Q4 		$21.8M Sell
146,873
-1,101
-0.7% -$160K 2.03% 11
2016
Q3 		$20.9M Sell
147,974
-1,788
-1% -$256K 1.94% 13
2016
Q2 		$21.1M Buy
149,762
+276
+0.2% +$37K 1.99% 14
2016
Q1 		$20.1M Sell
149,486
-270
-0.2% -$32.8K 2.05% 12
2015
Q4 		$17.5M Buy
149,756
+4,010
+3% +$494K 1.78% 13
2015
Q3 		$17.3M Buy
145,746
+355
+0.2% +$44.3K 1.88% 13
2015
Q2 		$18M Sell
145,391
-730
-0.5% -$90.9K 1.84% 12
2015
Q1 		$18.4M Buy
146,121
+8,947
+7% +$1.03M 1.87% 13
2014
Q4 		$14.7M Buy
137,174
+3,792
+3% +$377K 1.46% 25
2014
Q3 		$11.5M Buy
133,382
+1,681
+1% +$155K 1.18% 38
2014
Q2 		$13.5M Buy
131,701
+4,168
+3% +$422K 1.38% 30
2014
Q1 		$12.7M Buy
127,533
+15,555
+14% +$1.5M 1.45% 30
2013
Q4 		$10.8M Buy
111,978
+295
+0.3% +$28K 1.34% 31
2013
Q3 		$10.5M Buy
111,683
+3,590
+3% +$329K 1.43% 25
2013
Q2 		$9.07M Buy
+108,093
New +$9.13M 1.43% 25

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
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
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

Howland Capital Management's WSO Position: Q2 2026 in Review

Howland Capital Management reduced its Watsco Inc (WSO) stake by 3.2% in Q2 2026, selling an estimated $1.07M and leaving 80,495 shares worth $33.5M. The position accounts for 1.21% of the portfolio, ranked #21.

Howland Capital Management first reported a position in WSO in Q2 2013 and has held it in 53 quarters since. The position peaked at $60.5M in Q4 2023. 188 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Howland Capital Management held 80,495 shares of Watsco Inc worth $33.5M as of Q2 2026.
  • Howland Capital Management sold 2,669 Watsco Inc shares in Q2 2026, an estimated $1.07M.
  • Watsco Inc made up 1.21% of Howland Capital Management's portfolio in Q2 2026, its #21 holding.
  • Howland Capital Management first reported a position in Watsco Inc in Q2 2013 and has held it in 53 quarters since.
  • Howland Capital Management's Watsco Inc position peaked at $60.5M in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.