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Creative Planning WSO-B Position History
Watsco, Inc.
Quarters held
8
Latest value
$6.3M
Q3 2026
Peak value
$6.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $5K |
| Q4 2025 | $3M |
| Q1 2026 | $5.5M |
| Q2 2026 | $51K |
| Q2 2026 | $6.9M |
| Q3 2026 | $11K |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 21.0K | — | — |
| Q3 2026 | $11K | 36 | — | — |
| Q2 2026 | $6.9M | 16.7K | — | — |
| Q2 2026 | $51K | 122 | — | — |
| Q1 2026 | $5.5M | 15.0K | — | — |
| Q4 2025 | $3M | 8.8K | — | — |
| Q3 2025 | $5K | 13 | — | — |
| Q3 2025 | $2.6M | 6.4K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M