SBI Securities
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SBI Securities’s Watsco Inc WSO Stock Holding History

SBI Securities’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 		$5.75K Buy
19
+13
+217% +$4.34K ﹤0.01% 2129
2026
Q2 		$2.5K Buy
6
+2
+50% +$804 ﹤0.01% 2482
2026
Q1 		$1.46K Buy
4
+2
+100% +$775 ﹤0.01% 2518
2025
Q4 		$674 Sell
2
-9
-82% -$3.21K ﹤0.01% 2768
2025
Q3 		$4.45K Buy
11
+9
+450% +$3.85K ﹤0.01% 2095
2025
Q2 		$883 Hold
2
– – ﹤0.01% 2735
2025
Q1 		$1.02K Buy
2
+1
+100% +$493 ﹤0.01% 2578
2024
Q4 		$474 Buy
+1
New +$506 ﹤0.01% 2908

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
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

SBI Securities's WSO Position: Q3 2026 in Review

SBI Securities increased its Watsco Inc (WSO) stake by 217% in Q3 2026, buying an estimated $4.34K and bringing the position to 19 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

SBI Securities first reported a position in WSO in Q4 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • SBI Securities held 19 shares of Watsco Inc worth $5.75K as of Q3 2026.
  • SBI Securities bought 13 Watsco Inc shares in Q3 2026, an estimated $4.34K.
  • Watsco Inc made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2129 holding.
  • SBI Securities first reported a position in Watsco Inc in Q4 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.