Main Street Group
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Main Street Group’s Watsco Inc WSO Stock Holding History

Main Street Group’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 		$10.6K Hold
35
– – ﹤0.01% 546
2026
Q2 		$14.6K Hold
35
– – ﹤0.01% 498
2026
Q1 		$12.7K Buy
+35
New +$13.6K ﹤0.01% 496
2025
Q4 		– Sell
-35
Closed -$14.2K – 626
2025
Q3 		$14.2K Hold
35
– – ﹤0.01% 461
2025
Q2 		$15.5K Hold
35
– – 0.01% 430
2025
Q1 		$17.8K Hold
35
– – 0.01% 422
2024
Q4 		$16.6K Hold
35
– – 0.01% 422
2024
Q3 		$17.2K Hold
35
– – 0.01% 419
2024
Q2 		$16.2K Sell
35
-10
-22% -$4.57K 0.01% 439
2024
Q1 		$19.5K Hold
45
– – 0.01% 437
2023
Q4 		$19.3K Buy
+45
New +$17.4K 0.01% 645

Other funds holding WSO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 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

Main Street Group's WSO Position: Q3 2026 in Review

Main Street Group held its Watsco Inc (WSO) position steady in Q3 2026 at 35 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Main Street Group first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.5K in Q1 2024. 468 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Main Street Group held 35 shares of Watsco Inc worth $10.6K as of Q3 2026.
  • Main Street Group left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up ﹤0.01% of Main Street Group's portfolio in Q3 2026, its #546 holding.
  • Main Street Group first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Main Street Group's Watsco Inc position peaked at $19.5K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.