Barclays
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Barclays’s Watsco Inc WSO Stock Holding History

Barclays’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
2024
Q2 		– Sell
-8,000
Closed -$3.46M – 5350
2024
Q1 		$3.46M Buy
+8,000
New +$3.21M ﹤0.01% 2107
2020
Q2 		– Sell
-5,900
Closed -$932K – 6330
2020
Q1 		$932K Buy
5,900
+1,700
+40% +$287K ﹤0.01% 3023
2019
Q4 		$757K Buy
4,200
+3,800
+950% +$668K ﹤0.01% 3920
2019
Q3 		$68K Buy
400
+100
+33% +$16.2K ﹤0.01% 5743
2019
Q2 		$49K Sell
300
-1,400
-82% -$220K ﹤0.01% 6110
2019
Q1 		$243K Buy
1,700
+1,300
+325% +$187K ﹤0.01% 4684
2018
Q4 		$56K Buy
+400
New +$61K ﹤0.01% 5416
2018
Q3 		– Sell
-1,000
Closed -$178K – 7430
2018
Q2 		$178K Sell
1,000
-100
-9% -$18.2K ﹤0.01% 4822
2018
Q1 		$199K Buy
+1,100
New +$191K ﹤0.01% 4839
2017
Q4 		– Sell
-600
Closed -$97K – 7155
2017
Q3 		$97K Sell
600
-8,600
-93% -$1.3M ﹤0.01% 4964
2017
Q2 		$1.42M Buy
9,200
+6,000
+188% +$857K ﹤0.01% 2566
2017
Q1 		$458K Buy
3,200
+100
+3% +$15K ﹤0.01% 3486
2016
Q4 		$459K Buy
3,100
+3,000
+3,000% +$435K ﹤0.01% 3451
2016
Q3 		$14K Sell
100
-600
-86% -$86K ﹤0.01% 5649
2016
Q2 		$98K Sell
700
-600
-46% -$80.5K ﹤0.01% 4419
2016
Q1 		$174K Buy
1,300
+700
+117% +$84.9K ﹤0.01% 3940
2015
Q4 		$70K Buy
600
+500
+500% +$61.6K ﹤0.01% 4615
2015
Q3 		$12K Buy
+100
New +$12.5K ﹤0.01% 5718
2014
Q4 		– Sell
-4,400
Closed -$378K – 7646
2014
Q3 		$378K Buy
+4,400
New +$407K ﹤0.01% 4208
2014
Q2 		– Sell
-300
Closed -$30K – 7834
2014
Q1 		$30K Buy
300
+200
+200% +$19.3K ﹤0.01% 6375
2013
Q4 		$10K Sell
100
-300
-75% -$28.5K ﹤0.01% 7008
2013
Q3 		$38K Sell
400
-900
-69% -$82.4K ﹤0.01% 6215
2013
Q2 		$109K Buy
+1,300
New +$110K ﹤0.01% 5722

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

Barclays's WSO Position: Q2 2026 in Review

Barclays increased its Watsco Inc (WSO) stake by 15% in Q2 2026, buying an estimated $2M and bringing the position to 39,243 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Barclays first reported a position in WSO in Q2 2013 and has held it in 53 quarters since. The position peaked at $213M in Q2 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Barclays held 39,243 shares of Watsco Inc worth $16.4M as of Q2 2026.
  • Barclays bought 4,973 Watsco Inc shares in Q2 2026, an estimated $2M.
  • Watsco Inc made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #1236 holding.
  • Barclays first reported a position in Watsco Inc in Q2 2013 and has held it in 53 quarters since.
  • Barclays's Watsco Inc position peaked at $213M in Q2 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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