Lantz Financial’s Watsco Inc WSO Stock Holding History

Lantz Financial’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	$1.8M	Buy	+5,960	New	+$1.99M	0.33%	82

Other funds holding WSO

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Lantz Financial's WSO Position: Q3 2026 in Review

Lantz Financial opened a new position in Watsco Inc (WSO) in Q3 2026: 5,960 shares worth $1.8M. The stake represents 0.33% of the portfolio and ranks #82 among its holdings.

112 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Lantz Financial held 5,960 shares of Watsco Inc worth $1.8M as of Q3 2026.
Watsco Inc was a new Lantz Financial position in Q3 2026.
Watsco Inc made up 0.33% of Lantz Financial's portfolio in Q3 2026, its #82 holding.
112 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.