WSO — WATSCO INC

Ownership history in Patten Group, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in WATSCO INC (WSO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q3)
Avg. % of fund
0.04%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 495 — — 0.04% $200K $397.76
% of Fund (quarterly)    WSO price (monthly, adj. close)

Other funds also holding WSO

As of 2025 Q4 — sorted by position size

CALEDONIA INVESTMENTS PLC 3Y 7Y 8.7% Patrick Mauro Investment Advisor, INC. 3Y 6.01% Crown Oak Advisors, LLC 4.27% Vantage Investment Partners, LLC 3Y 7Y 3.74% Taylor Securities Services, Inc. 3.63% DUDLEY & SHANLEY, INC. 3Y 7Y 3.02% Hamlin Capital Management, LLC 3Y 7Y 2.75% Redmond Asset Management, LLC 3Y 7Y 2.57% GRACE & WHITE INC /NY 3Y 7Y 2.54% Kensington Investment Counsel, LLC 3Y 2.19%
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