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Merit Financial Group’s Watsco Inc WSO Stock Holding History

Merit Financial 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
Q2 		$624K Buy
1,498
+125
+9% +$50.2K ﹤0.01% 1365
2026
Q1 		$500K Buy
1,373
+471
+52% +$182K ﹤0.01% 1375
2025
Q4 		$304K Buy
+902
New +$322K ﹤0.01% 1560

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Merit Financial Group's WSO Position: Q2 2026 in Review

Merit Financial Group increased its Watsco Inc (WSO) stake by 9.1% in Q2 2026, buying an estimated $50.2K and bringing the position to 1,498 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Merit Financial Group first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Merit Financial Group held 1,498 shares of Watsco Inc worth $624K as of Q2 2026.
  • Merit Financial Group bought 125 Watsco Inc shares in Q2 2026, an estimated $50.2K.
  • Watsco Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1365 holding.
  • Merit Financial Group first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.