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Impact Capital Partners’s Watsco Inc WSO Stock Holding History

Impact Capital 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
Q2 		$228K Sell
547
-606
-53% -$244K 0.06% 259
2026
Q1 		$419K Sell
1,153
-106
-8% -$41.1K 0.13% 161
2025
Q4 		$424K Sell
1,259
-48
-4% -$17.1K 0.13% 162
2025
Q3 		$528K Sell
1,307
-134
-9% -$57.3K 0.16% 135
2025
Q2 		$636K Sell
1,441
-34
-2% -$15.8K 0.21% 113
2025
Q1 		$750K Buy
1,475
+2
+0.1% +$986 0.27% 89
2024
Q4 		$698K Buy
+1,473
New +$746K 0.25% 103

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

Impact Capital Partners's WSO Position: Q2 2026 in Review

Impact Capital Partners reduced its Watsco Inc (WSO) stake by 53% in Q2 2026, selling an estimated $244K and leaving 547 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #259.

Impact Capital Partners first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $750K in Q1 2025. 161 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Impact Capital Partners held 547 shares of Watsco Inc worth $228K as of Q2 2026.
  • Impact Capital Partners sold 606 Watsco Inc shares in Q2 2026, an estimated $244K.
  • Watsco Inc made up 0.06% of Impact Capital Partners's portfolio in Q2 2026, its #259 holding.
  • Impact Capital Partners first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's Watsco Inc position peaked at $750K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.