Key Financial Inc’s Watsco Inc WSO Stock Holding History

Key Financial Inc’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	$605	Hold	2	–	–	﹤0.01%	1211
2026 Q2	$833	Hold	2	–	–	﹤0.01%	1228
2026 Q1	$728	Sell	2 -1	-33%	-$387	﹤0.01%	1275
2025 Q4	$1.01K	Hold	3	–	–	﹤0.01%	1255
2025 Q3	$1.21K	Buy	3 +1	+50%	+$428	﹤0.01%	1248
2025 Q2	$883	Hold	2	–	–	﹤0.01%	1282
2025 Q1	$1.02K	Hold	2	–	–	﹤0.01%	1230
2024 Q4	$948	Hold	2	–	–	﹤0.01%	1235
2024 Q3	$984	Sell	2 -24	-92%	-$11.5K	﹤0.01%	1197
2024 Q2	$12K	Buy	26 +2	+8%	+$914	﹤0.01%	732
2024 Q1	$10.4K	Hold	24	–	–	﹤0.01%	745
2023 Q4	$10.3K	Hold	24	–	–	﹤0.01%	728
2023 Q3	$9.06K	Hold	24	–	–	﹤0.01%	745
2023 Q2	$9.16K	Hold	24	–	–	﹤0.01%	755
2023 Q1	$7.64K	Hold	24	–	–	﹤0.01%	735
2022 Q4	$6.18K	Hold	24	–	–	﹤0.01%	745
2022 Q3	$6K	Hold	24	–	–	﹤0.01%	774
2022 Q2	$6K	Hold	24	–	–	﹤0.01%	777
2022 Q1	$7K	Hold	24	–	–	﹤0.01%	739
2021 Q4	$8K	Hold	24	–	–	﹤0.01%	643
2021 Q3	$6K	Hold	24	–	–	﹤0.01%	686
2021 Q2	$7K	Hold	24	–	–	﹤0.01%	648
2021 Q1	$6K	Hold	24	–	–	﹤0.01%	582
2020 Q4	$5K	Buy	+24	New	+$5.52K	﹤0.01%	569
2020 Q2	–	Sell	-24	Closed	-$4K	–	655
2020 Q1	$4K	Buy	+24	New	+$4.05K	﹤0.01%	541

Other funds holding WSO

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return

Key Financial Inc's WSO Position: Q3 2026 in Review

Key Financial Inc held its Watsco Inc (WSO) position steady in Q3 2026 at 2 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Key Financial Inc first reported a position in WSO in Q1 2020 and has held it in 25 quarters since. The position peaked at $12K in Q2 2024. 324 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Key Financial Inc held 2 shares of Watsco Inc worth $605 as of Q3 2026.
Key Financial Inc left its Watsco Inc share count unchanged in Q3 2026.
Watsco Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1211 holding.
Key Financial Inc first reported a position in Watsco Inc in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Watsco Inc position peaked at $12K in Q2 2024.
324 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.