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WSO icon

2Xideas’s Watsco Inc WSO Stock Holding History

2Xideas’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Buy
6,519
+3,316
+104% +$1.33M 1.17% 20
2026
Q1 		$1.17M Sell
3,203
-1,634
-34% -$633K 0.46% 43
2025
Q4 		$1.63M Buy
+4,837
New +$1.73M 0.46% 50
2025
Q3 		– Sell
-15,000
Closed -$6.62M – 62
2025
Q2 		$6.62M Buy
15,000
+1,556
+12% +$722K 1.14% 33
2025
Q1 		$6.83M Sell
13,444
-12,087
-47% -$5.96M 1.04% 41
2024
Q4 		$12.1M Buy
25,531
+8,901
+54% +$4.51M 1.62% 25
2024
Q3 		$8.18M Sell
16,630
-9,288
-36% -$4.46M 1.1% 40
2024
Q2 		$12M Buy
25,918
+1,073
+4% +$490K 1.5% 23
2024
Q1 		$10.7M Sell
24,845
-3,906
-14% -$1.57M 1.31% 37
2023
Q4 		$12.3M Sell
28,751
-3,492
-11% -$1.35M 1.32% 33
2023
Q3 		$12.2M Sell
32,243
-4,454
-12% -$1.61M 1.35% 20
2023
Q2 		$14M Sell
36,697
-5,936
-14% -$2.01M 1.34% 20
2023
Q1 		$13.6M Buy
42,633
+10,745
+34% +$3.16M 1.31% 20
2022
Q4 		$7.95M Buy
31,888
+2,650
+9% +$697K 0.84% 59
2022
Q3 		$7.53M Sell
29,238
-6,137
-17% -$1.66M 0.79% 62
2022
Q2 		$8.45M Sell
35,375
-6,268
-15% -$1.65M 0.77% 61
2022
Q1 		$12.7M Sell
41,643
-4,605
-10% -$1.31M 0.89% 49
2021
Q4 		$14.5M Buy
46,248
+6,501
+16% +$1.93M 0.87% 52
2021
Q3 		$10.5M Buy
39,747
+4,333
+12% +$1.22M 0.8% 56
2021
Q2 		$10.2M Sell
35,414
-2,420
-6% -$693K 0.91% 31
2021
Q1 		$9.87M Buy
37,834
+6,314
+20% +$1.56M 1.09% 19
2020
Q4 		$7.14M Buy
+31,520
New +$7.24M 0.89% 60

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

2Xideas's WSO Position: Q2 2026 in Review

2Xideas increased its Watsco Inc (WSO) stake by 104% in Q2 2026, buying an estimated $1.33M and bringing the position to 6,519 shares worth $2.72M. The position accounts for 1.17% of the portfolio, ranked #20.

2Xideas first reported a position in WSO in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.5M in Q4 2021. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • 2Xideas held 6,519 shares of Watsco Inc worth $2.72M as of Q2 2026.
  • 2Xideas bought 3,316 Watsco Inc shares in Q2 2026, an estimated $1.33M.
  • Watsco Inc made up 1.17% of 2Xideas's portfolio in Q2 2026, its #20 holding.
  • 2Xideas first reported a position in Watsco Inc in Q4 2020 and has held it in 22 quarters since.
  • 2Xideas's Watsco Inc position peaked at $14.5M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on 2Xideas's 13F filing for Q2 2026, filed 14 Aug 2026.