BFO
WSO icon

Biltmore Family Office’s Watsco Inc WSO Stock Holding History

Biltmore Family Office’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 		$230K Sell
553
-29
-5% -$11.7K 0.03% 239
2026
Q1 		$212K Buy
+582
New +$226K 0.03% 241

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

Biltmore Family Office's WSO Position: Q2 2026 in Review

Biltmore Family Office reduced its Watsco Inc (WSO) stake by 5% in Q2 2026, selling an estimated $11.7K and leaving 553 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #239.

Biltmore Family Office first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Biltmore Family Office held 553 shares of Watsco Inc worth $230K as of Q2 2026.
  • Biltmore Family Office sold 29 Watsco Inc shares in Q2 2026, an estimated $11.7K.
  • Watsco Inc made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #239 holding.
  • Biltmore Family Office first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.