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West Branch Capital’s Watsco Inc WSO Stock Holding History

West Branch Capital’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 		$17.1K Hold
41
– – ﹤0.01% 201
2026
Q1 		$14.9K Hold
41
– – ﹤0.01% 203
2025
Q4 		$13.8K Hold
41
– – ﹤0.01% 223
2025
Q3 		$16.6K Hold
41
– – ﹤0.01% 220
2025
Q2 		$18.1K Sell
41
-22
-35% -$10.2K 0.01% 214
2025
Q1 		$32K Hold
63
– – 0.01% 181
2024
Q4 		$29.9K Hold
63
– – 0.01% 188
2024
Q3 		$31.1K Hold
63
– – 0.01% 191
2024
Q2 		$29.2K Hold
63
– – 0.01% 192
2024
Q1 		$27.2K Hold
63
– – 0.01% 207
2023
Q4 		$27K Hold
63
– – 0.01% 201
2023
Q3 		$23.8K Hold
63
– – 0.01% 210
2023
Q2 		$24K Hold
63
– – 0.01% 217
2023
Q1 		$20K Hold
63
– – 0.01% 229
2022
Q4 		$15.7K Hold
63
– – 0.01% 245
2022
Q3 		$16K Hold
63
– – 0.01% 247
2022
Q2 		$15K Hold
63
– – 0.01% 249
2022
Q1 		$19K Hold
63
– – 0.01% 247
2021
Q4 		$20K Hold
63
– – 0.01% 266
2021
Q3 		$17K Hold
63
– – 0.01% 258
2021
Q2 		$18K Buy
+63
New +$18K 0.01% 259

Other funds holding WSO

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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

West Branch Capital's WSO Position: Q2 2026 in Review

West Branch Capital held its Watsco Inc (WSO) position steady in Q2 2026 at 41 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

West Branch Capital first reported a position in WSO in Q2 2021 and has held it in 21 quarters since. The position peaked at $32K in Q1 2025. 150 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • West Branch Capital held 41 shares of Watsco Inc worth $17.1K as of Q2 2026.
  • West Branch Capital left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #201 holding.
  • West Branch Capital first reported a position in Watsco Inc in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Watsco Inc position peaked at $32K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.