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Noble Wealth Management PBC’s Watsco Inc WSO Stock Holding History

Noble Wealth Management PBC’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 		$5.45K Hold
18
– – ﹤0.01% 519
2026
Q2 		$7.5K Hold
18
– – ﹤0.01% 491
2026
Q1 		$6.55K Hold
18
– – ﹤0.01% 488
2025
Q4 		$6.07K Buy
+18
New +$6.43K ﹤0.01% 506

Other funds holding WSO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Noble Wealth Management PBC's WSO Position: Q3 2026 in Review

Noble Wealth Management PBC held its Watsco Inc (WSO) position steady in Q3 2026 at 18 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Noble Wealth Management PBC first reported a position in WSO in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.5K in Q2 2026. 27 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Noble Wealth Management PBC held 18 shares of Watsco Inc worth $5.45K as of Q3 2026.
  • Noble Wealth Management PBC left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #519 holding.
  • Noble Wealth Management PBC first reported a position in Watsco Inc in Q4 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Watsco Inc position peaked at $7.5K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.