Trust Company of Vermont’s Watsco Inc WSO Stock Holding History

Trust Company of Vermont’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	$98.8K	Buy	+237	New	+$95.3K	﹤0.01%	485
2025 Q4	$80.9K	Hold	240	–	–	﹤0.01%	486
2025 Q3	$97K	Buy	240 +2	+0.8%	+$855	﹤0.01%	456
2025 Q2	$105K	Buy	238 +22	+10%	+$10.2K	﹤0.01%	424
2025 Q1	$110K	Sell	216 -6	-3%	-$2.96K	0.01%	406
2024 Q4	$105K	Hold	222	–	–	0.01%	413
2024 Q3	$109K	Hold	222	–	–	0.01%	397
2024 Q2	$103K	Hold	222	–	–	0.01%	389
2024 Q1	$95.9K	Hold	222	–	–	0.01%	391
2023 Q4	$95.1K	Hold	222	–	–	0.01%	358
2023 Q3	$83.9K	Hold	222	–	–	0.01%	387
2023 Q2	$84.7K	Sell	222 -76	-26%	-$25.8K	0.01%	411
2023 Q1	$94.8K	Buy	+298	New	+$87.5K	0.01%	403
2022 Q4	–	Sell	-14	Closed	-$4K	–	997
2022 Q3	$4K	Buy	+14	New	+$3.79K	﹤0.01%	867
2021 Q1	–	Sell	-5	Closed	-$1K	–	794
2020 Q4	$1K	Buy	+5	New	+$1.15K	﹤0.01%	747
2019 Q4	–	Sell	-15	Closed	-$3K	–	968
2019 Q3	$3K	Buy	+15	New	+$2.43K	﹤0.01%	910

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Trust Company of Vermont's WSO Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Watsco Inc (WSO) in Q2 2026: 237 shares worth $98.8K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in WSO as recently as Q4 2025.

Trust Company of Vermont first reported a position in WSO in Q3 2019 and has held it in 16 quarters since. The position peaked at $110K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Trust Company of Vermont held 237 shares of Watsco Inc worth $98.8K as of Q2 2026.
Watsco Inc was a new Trust Company of Vermont position in Q2 2026.
Watsco Inc made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #485 holding.
Trust Company of Vermont first reported a position in Watsco Inc in Q3 2019 and has held it in 16 quarters since.
Trust Company of Vermont's Watsco Inc position peaked at $110K in Q1 2025.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.