James T. Borello
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James T. Borello’s Watsco Inc WSO Stock Holding History

James T. Borello’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 		– Sell
-10
Closed -$4.17K – 1343
2026
Q2 		$4.17K Buy
10
+4
+67% +$1.61K ﹤0.01% 829
2026
Q1 		$2.18K Hold
6
– – ﹤0.01% 911
2025
Q4 		$2.02K Sell
6
-4
-40% -$1.43K ﹤0.01% 781
2025
Q3 		$4.04K Buy
+10
New +$4.28K ﹤0.01% 521

Other funds holding WSO

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

James T. Borello's WSO Position: Q3 2026 in Review

James T. Borello sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 10 shares — an estimated $4.17K sold.

James T. Borello first reported a position in WSO in Q3 2025 and held it in 4 quarters. The position peaked at $4.17K in Q2 2026. 240 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • James T. Borello reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
  • James T. Borello sold 10 Watsco Inc shares in Q3 2026, an estimated $4.17K.
  • James T. Borello first reported a position in Watsco Inc in Q3 2025 and held it in 4 quarters.
  • James T. Borello's Watsco Inc position peaked at $4.17K in Q2 2026.
  • 240 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.