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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
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

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Noble Wealth Management PBC's WSO Position: Q2 2026 in Review

Noble Wealth Management PBC held its Watsco Inc (WSO) position steady in Q2 2026 at 18 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Noble Wealth Management PBC first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Noble Wealth Management PBC held 18 shares of Watsco Inc worth $7.5K as of Q2 2026.
  • Noble Wealth Management PBC left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #491 holding.
  • Noble Wealth Management PBC first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.