Lido Advisors
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Lido Advisors’s Watsco Inc WSO Stock Holding History

Lido Advisors’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
-866
Closed -$361K – 2263
2026
Q2 		$361K Sell
866
-60
-6% -$24.1K ﹤0.01% 1654
2026
Q1 		$337K Buy
926
+122
+15% +$47.3K ﹤0.01% 1504
2025
Q4 		$324K Sell
804
-48
-6% -$17.1K ﹤0.01% 1522
2025
Q3 		$345K Sell
852
-277
-25% -$118K ﹤0.01% 1415
2025
Q2 		$499K Buy
1,129
+77
+7% +$35.7K ﹤0.01% 1105
2025
Q1 		$535K Sell
1,052
-139
-12% -$68.5K ﹤0.01% 1002
2024
Q4 		$564K Buy
1,191
+84
+8% +$42.5K ﹤0.01% 972
2024
Q3 		$545K Buy
1,107
+182
+20% +$87.5K ﹤0.01% 931
2024
Q2 		$429K Buy
925
+103
+13% +$47.1K ﹤0.01% 979
2024
Q1 		$355K Buy
822
+3
+0.4% +$1.2K ﹤0.01% 1018
2023
Q4 		$351K Buy
+819
New +$317K ﹤0.01% 971

Other funds holding WSO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Lido Advisors's WSO Position: Q3 2026 in Review

Lido Advisors sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 866 shares — an estimated $361K sold.

Lido Advisors first reported a position in WSO in Q4 2023 and held it in 11 quarters. The position peaked at $564K in Q4 2024. 417 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Lido Advisors reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
  • Lido Advisors sold 866 Watsco Inc shares in Q3 2026, an estimated $361K.
  • Lido Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 11 quarters.
  • Lido Advisors's Watsco Inc position peaked at $564K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.