Torren Management
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Torren Management’s Watsco Inc WSO Stock Holding History

Torren Management’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 		$8.2K Sell
27
-15
-36% -$5.01K ﹤0.01% 235
2026
Q2 		$17.5K Hold
42
– – 0.01% 150
2026
Q1 		$15.3K Sell
42
-34
-45% -$13.2K 0.01% 145
2025
Q4 		$25.6K Buy
+76
New +$27.1K 0.01% 513

Other funds holding WSO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Torren Management's WSO Position: Q3 2026 in Review

Torren Management reduced its Watsco Inc (WSO) stake by 36% in Q3 2026, selling an estimated $5.01K and leaving 27 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Torren Management first reported a position in WSO in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.6K in Q4 2025. 468 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Torren Management held 27 shares of Watsco Inc worth $8.2K as of Q3 2026.
  • Torren Management sold 15 Watsco Inc shares in Q3 2026, an estimated $5.01K.
  • Watsco Inc made up ﹤0.01% of Torren Management's portfolio in Q3 2026, its #235 holding.
  • Torren Management first reported a position in Watsco Inc in Q4 2025 and has held it in 4 quarters since.
  • Torren Management's Watsco Inc position peaked at $25.6K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.