Back to WSO-B
Vantage Investment Partners, LLC → WSO-B
Vantage Investment Partners, LLC WSO-B Position History
Watsco, Inc.
Quarters held
5
Latest value
$48M
Q3 2026
Peak value
$62.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $39.5M |
| Q4 2025 | $56M |
| Q1 2026 | $62.5M |
| Q2 2026 | $58.6M |
| Q3 2026 | $48M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $48M | 158.4K | — | — |
| Q2 2026 | $58.6M | 140.5K | — | — |
| Q1 2026 | $62.5M | 171.9K | — | — |
| Q4 2025 | $56M | 166.2K | — | — |
| Q3 2025 | $39.5M | 97.7K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M