Back to WSO-B
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA → WSO-B
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA WSO-B Position History
Watsco, Inc.
Quarters held
4
Latest value
$6.7M
Q3 2026
Peak value
$12M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12M |
| Q1 2026 | $12M |
| Q2 2026 | $9.8M |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 22.1K | — | — |
| Q2 2026 | $9.8M | 23.5K | — | — |
| Q1 2026 | $12M | 29.4K | — | — |
| Q4 2025 | $12M | 31.1K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M