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TruNorth Capital Management’s Watsco Inc WSO Stock Holding History

TruNorth 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
Q2 		– Sell
-606
Closed -$220K – 131
2026
Q1 		$220K Hold
606
– – 0.04% 106
2025
Q4 		$204K Buy
606
+514
+559% +$184K 0.04% 118
2025
Q3 		$37.2K Buy
+92
New +$39.3K 0.01% 231

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MG
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Envestnet Asset Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

TruNorth Capital Management's WSO Position: Q2 2026 in Review

TruNorth Capital Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 606 shares — an estimated $220K sold.

TruNorth Capital Management first reported a position in WSO in Q3 2025 and held it in 3 quarters. The position peaked at $220K in Q1 2026. 445 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • TruNorth Capital Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • TruNorth Capital Management sold 606 Watsco Inc shares in Q2 2026, an estimated $220K.
  • TruNorth Capital Management first reported a position in Watsco Inc in Q3 2025 and held it in 3 quarters.
  • TruNorth Capital Management's Watsco Inc position peaked at $220K in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.