Autumn Glory Partners’s Watsco Inc WSO Stock Holding History

Autumn Glory Partners’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	$396K	Hold	950	–	–	0.11%	149
2026 Q1	$346K	Buy	+950	New	+$368K	0.13%	155
2025 Q4	–	Sell	-548	Closed	-$222K	–	216
2025 Q3	$222K	Hold	548	–	–	0.09%	177
2025 Q2	$242K	Hold	548	–	–	0.11%	165
2025 Q1	$279K	Hold	548	–	–	0.14%	142
2024 Q4	$260K	Sell	548 -821	-60%	-$416K	0.13%	151
2024 Q3	$679K	Buy	1,369 +821	+150%	+$395K	0.26%	99
2024 Q2	$254K	Sell	548 -262	-32%	-$120K	0.13%	144
2024 Q1	$350K	Hold	810	–	–	0.17%	113
2023 Q4	$326K	Hold	810	–	–	0.19%	115
2023 Q3	$306K	Sell	810 -165	-17%	-$59.7K	0.19%	112
2023 Q2	$372K	Buy	+975	New	+$331K	0.27%	86
2023 Q1	–	Sell	-3,471	Closed	-$866K	–	184
2022 Q4	$866K	Buy	3,471 +2,496	+256%	+$656K	0.46%	67
2022 Q3	$251K	Buy	+975	New	+$264K	0.17%	121
2022 Q1	–	Sell	-800	Closed	-$250K	–	229
2021 Q4	$250K	Buy	+800	New	+$237K	0.1%	179

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 $3.37T AUM 44.26% 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

Autumn Glory Partners's WSO Position: Q2 2026 in Review

Autumn Glory Partners held its Watsco Inc (WSO) position steady in Q2 2026 at 950 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #149.

Autumn Glory Partners first reported a position in WSO in Q4 2021 and has held it in 15 quarters since. The position peaked at $866K in Q4 2022. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Autumn Glory Partners held 950 shares of Watsco Inc worth $396K as of Q2 2026.
Autumn Glory Partners left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.11% of Autumn Glory Partners's portfolio in Q2 2026, its #149 holding.
Autumn Glory Partners first reported a position in Watsco Inc in Q4 2021 and has held it in 15 quarters since.
Autumn Glory Partners's Watsco Inc position peaked at $866K in Q4 2022.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.