BAMCO Inc
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BAMCO Inc’s Watsco Inc WSO Stock Holding History

BAMCO Inc’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 		$112K Buy
269
+42
+19% +$16.9K ﹤0.01% 336
2026
Q1 		$82.6K Buy
227
+124
+120% +$48K ﹤0.01% 323
2025
Q4 		$34.7K Buy
+103
New +$36.8K ﹤0.01% 325

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

BAMCO Inc's WSO Position: Q2 2026 in Review

BAMCO Inc increased its Watsco Inc (WSO) stake by 19% in Q2 2026, buying an estimated $16.9K and bringing the position to 269 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

BAMCO Inc first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • BAMCO Inc held 269 shares of Watsco Inc worth $112K as of Q2 2026.
  • BAMCO Inc bought 42 Watsco Inc shares in Q2 2026, an estimated $16.9K.
  • Watsco Inc made up ﹤0.01% of BAMCO Inc's portfolio in Q2 2026, its #336 holding.
  • BAMCO Inc first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.