Back to WSO-B
Carnegie Investment Counsel → WSO-B
Carnegie Investment Counsel WSO-B Position History
Watsco, Inc.
Quarters held
4
Latest value
$7M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.4M |
| Q1 2026 | $10.8M |
| Q2 2026 | $12.7M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 23.1K | — | — |
| Q2 2026 | $12.7M | 30.5K | — | — |
| Q1 2026 | $10.8M | 29.7K | — | — |
| Q4 2025 | $9.4M | 27.9K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M