Welch & Forbes’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $87.2M | Sell |
209,280
-525
| -0.3% | -$211K | 1.06% | 26 |
|
|
2026
Q1 | $76.3M | Sell |
209,805
-913
| -0.4% | -$354K | 0.99% | 28 |
|
|
2025
Q4 | $71M | Sell |
210,718
-2,513
| -1% | -$897K | 0.86% | 34 |
|
|
2025
Q3 | $86.2M | Buy |
213,231
+1,041
| +0.5% | +$445K | 1.04% | 30 |
|
|
2025
Q2 | $93.7M | Sell |
212,190
-67
| -0% | -$31.1K | 1.17% | 27 |
|
|
2025
Q1 | $108M | Sell |
212,257
-2,024
| -0.9% | -$998K | 1.41% | 21 |
|
|
2024
Q4 | $102M | Sell |
214,281
-622
| -0.3% | -$315K | 1.31% | 21 |
|
|
2024
Q3 | $106M | Sell |
214,903
-2,071
| -1% | -$995K | 1.35% | 21 |
|
|
2024
Q2 | $103M | Sell |
216,974
-2,923
| -1% | -$1.34M | 1.38% | 21 |
|
|
2024
Q1 | $95M | Buy |
219,897
+6,208
| +3% | +$2.49M | 1.3% | 22 |
|
|
2023
Q4 | $91.6M | Buy |
213,689
+1,293
| +0.6% | +$501K | 1.38% | 24 |
|
|
2023
Q3 | $80.2M | Buy |
212,396
+23
| +0% | +$8.32K | 1.33% | 21 |
|
|
2023
Q2 | $81M | Sell |
212,373
-2,481
| -1% | -$841K | 1.28% | 23 |
|
|
2023
Q1 | $68.4M | Buy |
214,854
+485
| +0.2% | +$142K | 1.16% | 25 |
|
|
2022
Q4 | $53.5M | Sell |
214,369
-4,055
| -2% | -$1.07M | 0.96% | 35 |
|
|
2022
Q3 | $56.2M | Buy |
218,424
+2,763
| +1% | +$749K | 1.1% | 29 |
|
|
2022
Q2 | $51.5M | Buy |
215,661
+4,030
| +2% | +$1.06M | 0.94% | 32 |
|
|
2022
Q1 | $64.5M | Buy |
211,631
+5,889
| +3% | +$1.68M | 1.02% | 30 |
|
|
2021
Q4 | $64.4M | Buy |
205,742
+5,104
| +3% | +$1.51M | 0.96% | 31 |
|
|
2021
Q3 | $53.1M | Buy |
200,638
+1,382
| +0.7% | +$388K | 0.88% | 33 |
|
|
2021
Q2 | $57.1M | Sell |
199,256
-1,234
| -0.6% | -$353K | 0.97% | 32 |
|
|
2021
Q1 | $52.3M | Buy |
200,490
+7,472
| +4% | +$1.84M | 0.97% | 30 |
|
|
2020
Q4 | $43.7M | Buy |
193,018
+2,756
| +1% | +$633K | 0.86% | 36 |
|
|
2020
Q3 | $44.3M | Buy |
190,262
+3,549
| +2% | +$799K | 0.96% | 30 |
|
|
2020
Q2 | $33.2M | Buy |
186,713
+24,889
| +15% | +$4.12M | 0.78% | 38 |
|
|
2020
Q1 | $25.6M | Buy |
161,824
+43,086
| +36% | +$7.28M | 0.71% | 44 |
|
|
2019
Q4 | $21.4M | Buy |
118,738
+47,277
| +66% | +$8.32M | 0.48% | 59 |
|
|
2019
Q3 | $12.1M | Buy |
71,461
+4,806
| +7% | +$779K | 0.29% | 86 |
|
|
2019
Q2 | $10.9M | Buy |
66,655
+20,659
| +45% | +$3.24M | 0.27% | 93 |
|
|
2019
Q1 | $6.59M | Buy |
45,996
+29,478
| +178% | +$4.23M | 0.17% | 113 |
|
|
2018
Q4 | $2.3M | Buy |
+16,518
| New | +$2.52M | 0.06% | 155 |
|
Other funds holding WSO
Welch & Forbes's WSO Position: Q2 2026 in Review
Welch & Forbes reduced its Watsco Inc (WSO) stake by 0.25% in Q2 2026, selling an estimated $211K and leaving 209,280 shares worth $87.2M. The position accounts for 1.06% of the portfolio, ranked #26.
Welch & Forbes first reported a position in WSO in Q4 2018 and has held it in 31 quarters since. The position peaked at $108M in Q1 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.
- Welch & Forbes held 209,280 shares of Watsco Inc worth $87.2M as of Q2 2026.
- Welch & Forbes sold 525 Watsco Inc shares in Q2 2026, an estimated $211K.
- Watsco Inc made up 1.06% of Welch & Forbes's portfolio in Q2 2026, its #26 holding.
- Welch & Forbes first reported a position in Watsco Inc in Q4 2018 and has held it in 31 quarters since.
- Welch & Forbes's Watsco Inc position peaked at $108M in Q1 2025.
- 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.