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WASHINGTON TRUST Co WSO-B Position History
Watsco, Inc.
Quarters held
12
Latest value
$9.4M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $793K |
| Q3 2025 | $14.3M |
| Q4 2025 | $490K |
| Q4 2025 | $11.7M |
| Q1 2026 | $529K |
| Q1 2026 | $12.7M |
| Q2 2026 | $11K |
| Q2 2026 | $13.4M |
| Q2 2026 | $595K |
| Q3 2026 | $432K |
| Q3 2026 | $8K |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 31.0K | — | — |
| Q3 2026 | $8K | 26 | — | — |
| Q3 2026 | $432K | 1.4K | — | — |
| Q2 2026 | $595K | 1.4K | — | — |
| Q2 2026 | $13.4M | 32.2K | — | — |
| Q2 2026 | $11K | 26 | — | — |
| Q1 2026 | $12.7M | 34.9K | — | — |
| Q1 2026 | $529K | 1.5K | — | — |
| Q4 2025 | $11.7M | 34.6K | — | — |
| Q4 2025 | $490K | 1.5K | — | — |
| Q3 2025 | $14.3M | 35.2K | — | — |
| Q3 2025 | $793K | 2.0K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M