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Bare Financial Services’s Watsco Inc WSO Stock Holding History

Bare Financial Services’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 		$5K Buy
12
+11
+1,100% +$4.42K ﹤0.01% 851
2026
Q1 		$364 Buy
+1
New +$387 ﹤0.01% 1684
2025
Q4 		– Sell
-1
Closed -$404 – 1714
2025
Q3 		$404 Sell
1
-6
-86% -$2.57K ﹤0.01% 1371
2025
Q2 		$3.09K Buy
7
+5
+250% +$2.32K ﹤0.01% 667
2025
Q1 		$1.02K Buy
+2
New +$986 ﹤0.01% 538

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

Bare Financial Services's WSO Position: Q2 2026 in Review

Bare Financial Services increased its Watsco Inc (WSO) stake by 1,100% in Q2 2026, buying an estimated $4.42K and bringing the position to 12 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Bare Financial Services first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Bare Financial Services held 12 shares of Watsco Inc worth $5K as of Q2 2026.
  • Bare Financial Services bought 11 Watsco Inc shares in Q2 2026, an estimated $4.42K.
  • Watsco Inc made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #851 holding.
  • Bare Financial Services first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.