Meriwether Wealth & Planning’s Watsco Inc WSO Stock Holding History

Meriwether Wealth & Planning’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	$303	Buy	+1	New	+$334	﹤0.01%	817

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

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

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

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 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

Meriwether Wealth & Planning's WSO Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Watsco Inc (WSO) in Q3 2026: 1 share worth $303. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

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

Meriwether Wealth & Planning held 1 share of Watsco Inc worth $303 as of Q3 2026.
Watsco Inc was a new Meriwether Wealth & Planning position in Q3 2026.
Watsco Inc made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #817 holding.
164 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.