Back to WSO-B

Ipswich Investment Management Co., Inc. → WSO-B

Ipswich Investment Management Co., Inc. WSO-B Position History

Watsco, Inc.

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.6M
Q1 2026$5.9M
Q2 2026$6.8M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M16.5K——
Q2 2026$6.8M16.4K——
Q1 2026$5.9M16.3K——
Q4 2025$5.6M16.7K——

Other funds holding WSO-B

Other Ipswich Investment Management Co., Inc. positions

MSFT

MICROSOFT CORP

$31.8M
MSFT

MICROSOFT CORP

$30M
AAPL

APPLE INC

$27.2M
AAPL

APPLE INC

$24M
MSFT

MICROSOFT CORP

$23.3M
AAPL

APPLE INC

$23.1M
MSFT

MICROSOFT CORP

$22.8M
AAPL

APPLE INC

$21.3M