WSO WATSCO INC COM

Ownership history in GRACE & WHITE INC /NY  ·  73 quarters on record

AI Ownership Summary

GRACE & WHITE INC /NY reported WATSCO INC COM (WSO) in 73 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.8% in 2025 Q1. The latest visible filing shows WSO at 2.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRACE & WHITE INC /NY's position in WATSCO INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WSO was reported at 2.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.8% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GRACE & WHITE INC /NY held WSO — position size vs. price
% of Fund (quarterly)    WSO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 42,200 +3,217 +8.3% 2.54% $14.2M 2026-02-14 (Est.) $417.92
2025 Q3 REDUCED 38,983 -97 -0.2% 2.78% $15.8M 2025-10-23 $356.25
2025 Q2 REDUCED 39,080 -50 -0.1% 3.16% $17.3M 2025-07-24 $476.85
2025 Q1 REDUCED 39,130 -70 -0.2% 3.80% $19.9M 2025-04-22 $491.88
2024 Q4 REDUCED 39,200 -750 -1.9% 3.47% $18.6M 2025-01-29 $468.28
2024 Q3 REDUCED 39,950 -2,600 -6.1% 3.55% $19.7M 2024-10-21 $475.76
2024 Q2 REDUCED 42,550 -75 -0.2% 3.70% $19.7M 2024-07-22 $480.52
2024 Q1 UNCHANGED 42,625 0% 3.32% $18.4M 2024-04-25 $424.50
2023 Q4 REDUCED 42,625 -225 -0.5% 3.20% $18.3M 2024-02-01 $375.10
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GRACE & WHITE INC /NY and WSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRACE & WHITE INC /NY reported owning WSO?

GRACE & WHITE INC /NY reported WSO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WSO position in GRACE & WHITE INC /NY's portfolio?

The largest reported portfolio weight for WSO was 3.80% in 2025 Q1.

What is the latest reported WSO position on this page?

The most recent filing on this page is 2025 Q4, when GRACE & WHITE INC /NY reported 42,200 shares, equal to 2.54% of portfolio, with an estimated market value of $14.2M.

What does the chart on this WSO ownership page compare?

The chart compares GRACE & WHITE INC /NY's quarterly WSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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