Significant Wealth Partners’s Watsco Inc WSO Stock Holding History

Significant Wealth 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 Q2	$488K	Buy	1,171 +17	+1%	+$6.83K	0.53%	57
2026 Q1	$420K	Buy	+1,154	New	+$447K	0.52%	56

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Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return