Back to WSO-B
PRINCIPAL FINANCIAL GROUP INC → WSO-B
PRINCIPAL FINANCIAL GROUP INC WSO-B Position History
Watsco, Inc.
Quarters held
13
Latest value
$158K
Q3 2026
Peak value
$96.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $517K |
| Q3 2025 | $32.2M |
| Q4 2025 | $25.9M |
| Q4 2025 | $319K |
| Q1 2026 | $58.4M |
| Q1 2026 | $4.7M |
| Q1 2026 | $339K |
| Q2 2026 | $96.7M |
| Q2 2026 | $155K |
| Q2 2026 | $5.7M |
| Q3 2026 | $60.5M |
| Q3 2026 | $2.7M |
| Q3 2026 | $158K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $158K | 521 | — | — |
| Q3 2026 | $2.7M | 9.0K | — | — |
| Q3 2026 | $60.5M | 200.0K | — | — |
| Q2 2026 | $5.7M | 13.7K | — | — |
| Q2 2026 | $155K | 371 | — | — |
| Q2 2026 | $96.7M | 232.1K | — | — |
| Q1 2026 | $339K | 932 | — | — |
| Q1 2026 | $4.7M | 13.0K | — | — |
| Q1 2026 | $58.4M | 160.6K | — | — |
| Q4 2025 | $319K | 948 | — | — |
| Q4 2025 | $25.9M | 76.8K | — | — |
| Q3 2025 | $32.2M | 79.5K | — | — |
| Q3 2025 | $517K | 1.3K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M