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Atom Investors’s Watsco Inc WSO Stock Holding History

Atom Investors’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
-5,848
Closed -$2.13M – 1041
2026
Q1 		$2.13M Buy
+5,848
New +$2.27M 0.15% 233
2024
Q3 		– Sell
-2,303
Closed -$1.07M – 622
2024
Q2 		$1.07M Buy
+2,303
New +$1.05M 0.11% 240
2020
Q3 		– Sell
-2,447
Closed -$435K – 637
2020
Q2 		$435K Buy
+2,447
New +$405K 0.03% 285
2019
Q2 		– Sell
-4,334
Closed -$621K – 640
2019
Q1 		$621K Buy
+4,334
New +$622K 0.05% 257

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 $3.37T AUM 44.26% 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

Atom Investors's WSO Position: Q2 2026 in Review

Atom Investors sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 5,848 shares — an estimated $2.13M sold.

Atom Investors first reported a position in WSO in Q1 2019 and held it in 4 quarters. The position peaked at $2.13M in Q1 2026. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Atom Investors reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Atom Investors sold 5,848 Watsco Inc shares in Q2 2026, an estimated $2.13M.
  • Atom Investors first reported a position in Watsco Inc in Q1 2019 and held it in 4 quarters.
  • Atom Investors's Watsco Inc position peaked at $2.13M in Q1 2026.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.