Annis Gardner Whiting Capital Advisors’s Watsco Inc WSO Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-6	Closed	-$2.18K	–	1258
2026 Q1	$2.18K	Hold	6	–	–	﹤0.01%	1040
2025 Q4	$2.02K	Buy	6 +1	+20%	+$357	﹤0.01%	958
2025 Q3	$2.02K	Sell	5 -10	-67%	-$4.28K	﹤0.01%	880
2025 Q2	$6.63K	Buy	+15	New	+$6.96K	﹤0.01%	807
2025 Q1	–	Sell	-6	Closed	-$2.84K	–	833
2024 Q4	$2.84K	Buy	+6	New	+$3.04K	﹤0.01%	660

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's WSO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 6 shares — an estimated $2.18K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WSO in Q4 2024 and held it in 5 quarters. The position peaked at $6.63K in Q2 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 6 Watsco Inc shares in Q2 2026, an estimated $2.18K.
Annis Gardner Whiting Capital Advisors first reported a position in Watsco Inc in Q4 2024 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Watsco Inc position peaked at $6.63K in Q2 2025.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.