Triumph Capital Management
WSO icon

Triumph Capital Management’s Watsco Inc WSO Stock Holding History

Triumph Capital 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 		$605 Sell
2
-6
-75% -$2K ﹤0.01% 1758
2026
Q2 		$3.33K Buy
8
+7
+700% +$2.81K ﹤0.01% 1477
2026
Q1 		$364 Hold
1
– – ﹤0.01% 1728
2025
Q4 		$337 Buy
+1
New +$357 ﹤0.01% 1690

Other funds holding WSO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Triumph Capital Management's WSO Position: Q3 2026 in Review

Triumph Capital Management reduced its Watsco Inc (WSO) stake by 75% in Q3 2026, selling an estimated $2K and leaving 2 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Triumph Capital Management first reported a position in WSO in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.33K in Q2 2026. 638 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Triumph Capital Management held 2 shares of Watsco Inc worth $605 as of Q3 2026.
  • Triumph Capital Management sold 6 Watsco Inc shares in Q3 2026, an estimated $2K.
  • Watsco Inc made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1758 holding.
  • Triumph Capital Management first reported a position in Watsco Inc in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Watsco Inc position peaked at $3.33K in Q2 2026.
  • 638 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.