Bayforest Capital’s Watsco Inc WSO Stock Holding History

Bayforest Capital’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	$258K	Buy	+620	New	+$249K	0.24%	101
2026 Q1	–	Sell	-127	Closed	-$42.8K	–	1108
2025 Q4	$42.8K	Sell	127 -13	-9%	-$4.64K	0.03%	614
2025 Q3	$56.6K	Buy	+140	New	+$59.9K	0.03%	579
2025 Q2	–	Sell	-1,362	Closed	-$692K	–	928
2025 Q1	$692K	Buy	1,362 +1,127	+480%	+$555K	0.3%	89
2024 Q4	$111K	Buy	+235	New	+$119K	0.14%	286

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

Bayforest Capital's WSO Position: Q2 2026 in Review

Bayforest Capital opened a new position in Watsco Inc (WSO) in Q2 2026: 620 shares worth $258K. The stake represents 0.24% of the portfolio and ranks #101 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in WSO as recently as Q4 2025.

Bayforest Capital first reported a position in WSO in Q4 2024 and has held it in 5 quarters since. The position peaked at $692K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Bayforest Capital held 620 shares of Watsco Inc worth $258K as of Q2 2026.
Watsco Inc was a new Bayforest Capital position in Q2 2026.
Watsco Inc made up 0.24% of Bayforest Capital's portfolio in Q2 2026, its #101 holding.
Bayforest Capital first reported a position in Watsco Inc in Q4 2024 and has held it in 5 quarters since.
Bayforest Capital's Watsco Inc position peaked at $692K in Q1 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.