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Simon Quick Advisors’s Watsco Inc WSO Stock Holding History

Simon Quick 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 		$380K Sell
913
-10
-1% -$4.02K 0.02% 299
2026
Q1 		$336K Buy
+923
New +$358K 0.02% 290
2025
Q2 		– Sell
-900
Closed -$458K – 659
2025
Q1 		$458K Buy
900
+92
+11% +$45.3K 0.03% 318
2024
Q4 		$383K Buy
808
+109
+16% +$55.2K 0.02% 302
2024
Q3 		$344K Buy
699
+14
+2% +$6.73K 0.02% 291
2024
Q2 		$317K Buy
685
+61
+10% +$27.9K 0.02% 276
2024
Q1 		$270K Buy
624
+62
+11% +$24.9K 0.02% 326
2023
Q4 		$241K Sell
562
-8
-1% -$3.1K 0.02% 278
2023
Q3 		$215K Buy
+570
New +$206K 0.02% 297
2020
Q4 		– Sell
-9
Closed -$2K – 560
2020
Q3 		$2K Buy
+9
New +$2.03K ﹤0.01% 415

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Simon Quick Advisors's WSO Position: Q2 2026 in Review

Simon Quick Advisors reduced its Watsco Inc (WSO) stake by 1.1% in Q2 2026, selling an estimated $4.02K and leaving 913 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #299.

Simon Quick Advisors first reported a position in WSO in Q3 2020 and has held it in 10 quarters since. The position peaked at $458K in Q1 2025. 228 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Simon Quick Advisors held 913 shares of Watsco Inc worth $380K as of Q2 2026.
  • Simon Quick Advisors sold 10 Watsco Inc shares in Q2 2026, an estimated $4.02K.
  • Watsco Inc made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #299 holding.
  • Simon Quick Advisors first reported a position in Watsco Inc in Q3 2020 and has held it in 10 quarters since.
  • Simon Quick Advisors's Watsco Inc position peaked at $458K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.