Woodstock Corp’s Watsco Inc WSO Stock Holding History

Woodstock Corp’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	$200K	Buy	+480	New	+$193K	0.02%	158
2025 Q4	–	Sell	-517	Closed	-$209K	–	159
2025 Q3	$209K	Hold	517	–	–	0.02%	154
2025 Q2	$228K	Hold	517	–	–	0.02%	147
2025 Q1	$263K	Sell	517 -158	-23%	-$77.9K	0.03%	145
2024 Q4	$320K	Hold	675	–	–	0.03%	140
2024 Q3	$332K	Hold	675	–	–	0.03%	141
2024 Q2	$313K	Hold	675	–	–	0.03%	138
2024 Q1	$292K	Hold	675	–	–	0.03%	140
2023 Q4	$289K	Hold	675	–	–	0.03%	144
2023 Q3	$255K	Hold	675	–	–	0.03%	146
2023 Q2	$257K	Hold	675	–	–	0.03%	147
2023 Q1	$215K	Buy	+675	New	+$198K	0.03%	158
2022 Q2	–	Sell	-675	Closed	-$206K	–	176
2022 Q1	$206K	Hold	675	–	–	0.02%	171
2021 Q4	$211K	Buy	+675	New	+$200K	0.02%	176

Other funds holding WSO

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return