Quaker Wealth Management
WSO icon

Quaker Wealth Management’s Watsco Inc WSO Stock Holding History

Quaker Wealth 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 		– Sell
-3
Closed -$1.25K – 1010
2026
Q2 		$1.25K Buy
3
+2
+200% +$804 ﹤0.01% 532
2026
Q1 		$364 Hold
1
– – ﹤0.01% 772
2025
Q4 		$337 Buy
+1
New +$357 ﹤0.01% 785

Other funds holding WSO

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
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
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 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

Quaker Wealth Management's WSO Position: Q3 2026 in Review

Quaker Wealth Management sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 3 shares — an estimated $1.25K sold.

Quaker Wealth Management first reported a position in WSO in Q4 2025 and held it in 3 quarters. The position peaked at $1.25K in Q2 2026. 172 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Quaker Wealth Management reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 3 Watsco Inc shares in Q3 2026, an estimated $1.25K.
  • Quaker Wealth Management first reported a position in Watsco Inc in Q4 2025 and held it in 3 quarters.
  • Quaker Wealth Management's Watsco Inc position peaked at $1.25K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.