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Argonautica Private Wealth Management’s Watsco Inc WSO Stock Holding History

Argonautica Private Wealth 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 		$298K Buy
716
+54
+8% +$21.7K 0.07% 166
2026
Q1 		$241K Buy
662
+64
+11% +$24.8K 0.07% 173
2025
Q4 		$201K Buy
+598
New +$214K 0.06% 180

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 $3.38T AUM 44.17% 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

Argonautica Private Wealth Management's WSO Position: Q2 2026 in Review

Argonautica Private Wealth Management increased its Watsco Inc (WSO) stake by 8.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 716 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #166.

Argonautica Private Wealth Management first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Argonautica Private Wealth Management held 716 shares of Watsco Inc worth $298K as of Q2 2026.
  • Argonautica Private Wealth Management bought 54 Watsco Inc shares in Q2 2026, an estimated $21.7K.
  • Watsco Inc made up 0.07% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Argonautica Private Wealth Management first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.