James T. Borello RIA’s Watsco Inc WSO Stock Holding History

James T. Borello RIA’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 Q3	–	Sell	-10	Closed	-$4.17K	–	1343
2026 Q2	$4.17K	Buy	10 +4	+67%	+$1.61K	﹤0.01%	829
2026 Q1	$2.18K	Hold	6	–	–	﹤0.01%	911
2025 Q4	$2.02K	Sell	6 -4	-40%	-$1.43K	﹤0.01%	781
2025 Q3	$4.04K	Buy	+10	New	+$4.28K	﹤0.01%	521

Other funds holding WSO

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

James T. Borello RIA's WSO Position: Q3 2026 in Review

James T. Borello RIA sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 10 shares — an estimated $4.17K sold.

James T. Borello RIA first reported a position in WSO in Q3 2025 and held it in 4 quarters. The position peaked at $4.17K in Q2 2026. 85 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

James T. Borello RIA reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
James T. Borello RIA sold 10 Watsco Inc shares in Q3 2026, an estimated $4.17K.
James T. Borello RIA first reported a position in Watsco Inc in Q3 2025 and held it in 4 quarters.
James T. Borello RIA's Watsco Inc position peaked at $4.17K in Q2 2026.
85 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.