AC
WSO icon

Apella Capital’s Watsco Inc WSO Stock Holding History

Apella Capital’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
-539
Closed -$232K – 735
2026
Q1 		$232K Buy
+539
New +$209K ﹤0.01% 614

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Apella Capital's WSO Position: Q2 2026 in Review

Apella Capital sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 539 shares — an estimated $232K sold.

Apella Capital first reported a position in WSO in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 428 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Apella Capital reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Apella Capital sold 539 Watsco Inc shares in Q2 2026, an estimated $232K.
  • Apella Capital first reported a position in Watsco Inc in Q1 2026 and held it in 1 quarter.
  • Apella Capital's Watsco Inc position peaked at $232K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.