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Thurston Springer Miller Herd & Titak’s Watsco Inc WSO Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$833 Hold
2
– – ﹤0.01% 1178
2026
Q1 		$727 Hold
2
– – ﹤0.01% 1269
2025
Q4 		$673 Buy
+2
New +$714 ﹤0.01% 1313
2025
Q3 		– Sell
-923
Closed -$408K – 1367
2025
Q2 		$408K Hold
923
– – 0.05% 267
2025
Q1 		$469K Buy
923
+59
+7% +$29.1K 0.08% 200
2024
Q4 		$409K Hold
864
– – 0.08% 197
2024
Q3 		$425K Hold
864
– – 0.12% 175
2024
Q2 		$400K Buy
+864
New +$395K 0.12% 161

Other funds holding WSO

DC
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HCM
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RP
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AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HCM
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DS
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return