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Valeo Financial Advisors’s Watsco Inc WSO Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-800
Closed -$142K – 2173
2020
Q2 		$142K Buy
+800
New +$132K 0.01% 398

Other funds holding WSO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's WSO Position: Q3 2026 in Review

Valeo Financial Advisors increased its Watsco Inc (WSO) stake by 8.4% in Q3 2026, buying an estimated $18.7K and bringing the position to 723 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Valeo Financial Advisors first reported a position in WSO in Q3 2017 and has held it in 27 quarters since. The position peaked at $537K in Q1 2025. 27 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Valeo Financial Advisors held 723 shares of Watsco Inc worth $219K as of Q3 2026.
  • Valeo Financial Advisors bought 56 Watsco Inc shares in Q3 2026, an estimated $18.7K.
  • Watsco Inc made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #747 holding.
  • Valeo Financial Advisors first reported a position in Watsco Inc in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Watsco Inc position peaked at $537K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.