MV Capital Management
WSO icon

MV Capital Management’s Watsco Inc WSO Stock Holding History

MV Capital Management’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 		$909 Sell
3
-6
-67% -$2K ﹤0.01% 934
2026
Q2 		$3.75K Buy
9
+5
+125% +$2.01K ﹤0.01% 696
2026
Q1 		$1.46K Hold
4
– – ﹤0.01% 798
2025
Q4 		$1.35K Buy
4
+1
+33% +$357 ﹤0.01% 771
2025
Q3 		$1.21K Buy
3
+2
+200% +$855 ﹤0.01% 769
2025
Q2 		$442 Buy
+1
New +$464 ﹤0.01% 865
2019
Q4 		– Sell
-13
Closed -$2K – 406
2019
Q3 		$2K Buy
+13
New +$2.11K ﹤0.01% 356

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
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
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

MV Capital Management's WSO Position: Q3 2026 in Review

MV Capital Management reduced its Watsco Inc (WSO) stake by 67% in Q3 2026, selling an estimated $2K and leaving 3 shares worth $909. The position accounts for ﹤0.01% of the portfolio, ranked #934.

MV Capital Management first reported a position in WSO in Q3 2019 and has held it in 7 quarters since. The position peaked at $3.75K in Q2 2026. 434 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • MV Capital Management held 3 shares of Watsco Inc worth $909 as of Q3 2026.
  • MV Capital Management sold 6 Watsco Inc shares in Q3 2026, an estimated $2K.
  • Watsco Inc made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #934 holding.
  • MV Capital Management first reported a position in Watsco Inc in Q3 2019 and has held it in 7 quarters since.
  • MV Capital Management's Watsco Inc position peaked at $3.75K in Q2 2026.
  • 434 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.