SA
WSO icon

Scarborough Advisors’s Watsco Inc WSO Stock Holding History

Scarborough Advisors’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 		– Sell
-3
Closed -$1.21K – 706
2026
Q1 		$1.21K Buy
+3
New +$1.16K ﹤0.01% 630
2024
Q1 		– Sell
-3
Closed -$1.34K – 745
2023
Q4 		$1.34K Buy
+3
New +$1.16K ﹤0.01% 599

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
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
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
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scarborough Advisors's WSO Position: Q2 2026 in Review

Scarborough Advisors sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 3 shares — an estimated $1.21K sold.

Scarborough Advisors first reported a position in WSO in Q4 2023 and held it in 2 quarters. The position peaked at $1.34K in Q4 2023. 143 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Scarborough Advisors reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 3 Watsco Inc shares in Q2 2026, an estimated $1.21K.
  • Scarborough Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Watsco Inc position peaked at $1.34K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.