PFS Partners
WSO icon

PFS Partners’s Watsco Inc WSO Stock Holding History

PFS Partners’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 		$606 Hold
2
– – ﹤0.01% 586
2026
Q2 		$834 Hold
2
– – ﹤0.01% 573
2026
Q1 		$728 Hold
2
– – ﹤0.01% 561
2025
Q4 		$674 Hold
2
– – ﹤0.01% 555
2025
Q3 		$809 Buy
+2
New +$855 ﹤0.01% 534

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Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

PFS Partners's WSO Position: Q3 2026 in Review

PFS Partners held its Watsco Inc (WSO) position steady in Q3 2026 at 2 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #586.

PFS Partners first reported a position in WSO in Q3 2025 and has held it in 5 quarters since. The position peaked at $834 in Q2 2026. 145 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • PFS Partners held 2 shares of Watsco Inc worth $606 as of Q3 2026.
  • PFS Partners left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up ﹤0.01% of PFS Partners's portfolio in Q3 2026, its #586 holding.
  • PFS Partners first reported a position in Watsco Inc in Q3 2025 and has held it in 5 quarters since.
  • PFS Partners's Watsco Inc position peaked at $834 in Q2 2026.
  • 145 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.