Back to WSO-B
WENDELL DAVID ASSOCIATES INC → WSO-B
WENDELL DAVID ASSOCIATES INC WSO-B Position History
Watsco, Inc.
Quarters held
5
Latest value
$6.5M
Q3 2026
Peak value
$13M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13M |
| Q4 2025 | $10.6M |
| Q1 2026 | $11.2M |
| Q2 2026 | $12.6M |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 21.6K | — | — |
| Q2 2026 | $12.6M | 30.1K | — | — |
| Q1 2026 | $11.2M | 30.7K | — | — |
| Q4 2025 | $10.6M | 31.4K | — | — |
| Q3 2025 | $13M | 32.1K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M