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Hughes Financial Services’s Watsco Inc WSO Stock Holding History

Hughes Financial Services’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 		$4.17K Buy
10
+4
+67% +$1.61K ﹤0.01% 564
2026
Q1 		$2.18K Hold
6
– – ﹤0.01% 580
2025
Q4 		$2.02K Buy
6
+2
+50% +$714 ﹤0.01% 551
2025
Q3 		$1.4K Hold
4
– – ﹤0.01% 640
2025
Q2 		$1.67K Sell
4
-4
-50% -$1.86K ﹤0.01% 594
2025
Q1 		$4.09K Buy
+8
New +$3.94K ﹤0.01% 436

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
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

Hughes Financial Services's WSO Position: Q2 2026 in Review

Hughes Financial Services increased its Watsco Inc (WSO) stake by 67% in Q2 2026, buying an estimated $1.61K and bringing the position to 10 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Hughes Financial Services first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Hughes Financial Services held 10 shares of Watsco Inc worth $4.17K as of Q2 2026.
  • Hughes Financial Services bought 4 Watsco Inc shares in Q2 2026, an estimated $1.61K.
  • Watsco Inc made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #564 holding.
  • Hughes Financial Services first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.