Arrowstreet Capital’s Watsco Inc WSO Stock Holding History

Arrowstreet 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	-4,630	Closed	-$1.68M	–	2158
2026 Q1	$1.68M	Buy	+4,630	New	+$1.79M	﹤0.01%	1435
2021 Q1	–	Sell	-1,800	Closed	-$408K	–	2570
2020 Q4	$408K	Buy	+1,800	New	+$414K	﹤0.01%	2058
2014 Q1	–	Sell	-11,037	Closed	-$1.06M	–	1371
2013 Q4	$1.06M	Buy	+11,037	New	+$1.05M	0.01%	815

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

Arrowstreet Capital's WSO Position: Q2 2026 in Review

Arrowstreet Capital sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 4,630 shares — an estimated $1.68M sold.

Arrowstreet Capital first reported a position in WSO in Q4 2013 and held it in 3 quarters. The position peaked at $1.68M in Q1 2026. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Arrowstreet Capital reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
Arrowstreet Capital sold 4,630 Watsco Inc shares in Q2 2026, an estimated $1.68M.
Arrowstreet Capital first reported a position in Watsco Inc in Q4 2013 and held it in 3 quarters.
Arrowstreet Capital's Watsco Inc position peaked at $1.68M in Q1 2026.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Arrowstreet Capital's 13F filing for Q2 2026, filed 13 Aug 2026.