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Triad Investment Management’s Watsco Inc WSO Stock Holding History

Triad Investment 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
Q2 		$1.02M Hold
2,445
– – 1.12% 28
2026
Q1 		$889K Hold
2,445
– – 1.05% 27
2025
Q4 		$824K Buy
+2,445
New +$873K 0.83% 28
2024
Q1 		$335K Buy
776
+8
+1% +$3.21K 0.41% 33
2023
Q4 		$329K Buy
768
+54
+8% +$20.9K 0.43% 33
2023
Q3 		$270K Hold
714
– – 0.39% 38
2023
Q2 		$272K Hold
714
– – 0.38% 44
2023
Q1 		$227K Buy
+714
New +$210K 0.33% 44
2022
Q2 		– Sell
-659
Closed -$201K – 62
2022
Q1 		$201K Hold
659
– – 0.19% 58
2021
Q4 		$206K Buy
+659
New +$195K 0.19% 58

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

Triad Investment Management's WSO Position: Q2 2026 in Review

Triad Investment Management held its Watsco Inc (WSO) position steady in Q2 2026 at 2,445 shares worth $1.02M. The position accounts for 1.12% of the portfolio, ranked #28.

Triad Investment Management first reported a position in WSO in Q4 2021 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Triad Investment Management held 2,445 shares of Watsco Inc worth $1.02M as of Q2 2026.
  • Triad Investment Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 1.12% of Triad Investment Management's portfolio in Q2 2026, its #28 holding.
  • Triad Investment Management first reported a position in Watsco Inc in Q4 2021 and has held it in 10 quarters since.
  • 188 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.