True Wealth Design’s Watsco Inc WSO Stock Holding History

True Wealth Design’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	$909	Hold	3	–	–	﹤0.01%	1956
2026 Q2	$1.25K	Hold	3	–	–	﹤0.01%	1898
2026 Q1	$1.09K	Buy	3 +1	+50%	+$387	﹤0.01%	1779
2025 Q4	$674	Sell	2 -3	-60%	-$1.07K	﹤0.01%	1850
2025 Q3	$2.02K	Buy	5 +1	+25%	+$428	﹤0.01%	1453
2025 Q2	$1.77K	Sell	4 -2	-33%	-$928	﹤0.01%	1231
2025 Q1	$3.05K	Buy	6 +3	+100%	+$1.48K	﹤0.01%	852
2024 Q4	$1.42K	Hold	3	–	–	﹤0.01%	824
2024 Q3	$1.48K	Hold	3	–	–	﹤0.01%	868
2024 Q2	$1.39K	Buy	3 +1	+50%	+$457	﹤0.01%	440
2024 Q1	$864	Buy	2 +1	+100%	+$402	﹤0.01%	498
2023 Q4	$429	Hold	1	–	–	﹤0.01%	506
2023 Q3	$378	Hold	1	–	–	﹤0.01%	493
2023 Q2	$382	Hold	1	–	–	﹤0.01%	515
2023 Q1	$319	Hold	1	–	–	﹤0.01%	639
2022 Q4	$249	Buy	+1	New	+$263	﹤0.01%	623

Other funds holding WSO

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

True Wealth Design's WSO Position: Q3 2026 in Review

True Wealth Design held its Watsco Inc (WSO) position steady in Q3 2026 at 3 shares worth $909. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

True Wealth Design first reported a position in WSO in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.05K in Q1 2025. 150 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

True Wealth Design held 3 shares of Watsco Inc worth $909 as of Q3 2026.
True Wealth Design left its Watsco Inc share count unchanged in Q3 2026.
Watsco Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1956 holding.
True Wealth Design first reported a position in Watsco Inc in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Watsco Inc position peaked at $3.05K in Q1 2025.
150 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.