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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

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Valeo Financial Advisors's WSO Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Watsco Inc (WSO) stake by 2.8% in Q2 2026, selling an estimated $7.64K and leaving 667 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #645.

Valeo Financial Advisors first reported a position in WSO in Q3 2017 and has held it in 26 quarters since. The position peaked at $537K in Q1 2025. 363 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Valeo Financial Advisors held 667 shares of Watsco Inc worth $278K as of Q2 2026.
  • Valeo Financial Advisors sold 19 Watsco Inc shares in Q2 2026, an estimated $7.64K.
  • Watsco Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #645 holding.
  • Valeo Financial Advisors first reported a position in Watsco Inc in Q3 2017 and has held it in 26 quarters since.
  • Valeo Financial Advisors's Watsco Inc position peaked at $537K in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.