AGF Management’s Watsco Inc WSO Stock Holding History

AGF Management’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	–	Sell	-9,685	Closed	-$3.52M	–	742
2026 Q1	$3.52M	Buy	9,685 +409	+4%	+$158K	0.02%	352
2025 Q4	$3.13M	Buy	+9,276	New	+$3.31M	0.01%	347

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AGF Management's WSO Position: Q2 2026 in Review

AGF Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 9,685 shares — an estimated $3.52M sold.

AGF Management first reported a position in WSO in Q4 2025 and held it in 2 quarters. The position peaked at $3.52M in Q1 2026. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

AGF Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
AGF Management sold 9,685 Watsco Inc shares in Q2 2026, an estimated $3.52M.
AGF Management first reported a position in Watsco Inc in Q4 2025 and held it in 2 quarters.
AGF Management's Watsco Inc position peaked at $3.52M in Q1 2026.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.