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Birch Capital Management’s Watsco Inc WSO Stock Holding History

Birch Capital Management’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 		$2.47M Buy
5,939
+836
+16% +$336K 1.21% 22
2026
Q1 		$1.86M Buy
5,103
+904
+22% +$350K 0.97% 29
2025
Q4 		$1.41M Buy
4,199
+443
+12% +$158K 0.71% 32
2025
Q3 		$1.52M Sell
3,756
-34
-0.9% -$14.5K 0.77% 32
2025
Q2 		$1.67M Sell
3,790
-27
-0.7% -$12.5K 0.86% 30
2025
Q1 		$1.94M Sell
3,817
-88
-2% -$43.4K 1.01% 30
2024
Q4 		$1.85M Sell
3,905
-133
-3% -$67.4K 0.93% 28
2024
Q3 		$1.99M Hold
4,038
– – 0.97% 33
2024
Q2 		$1.87M Sell
4,038
-14
-0.3% -$6.4K 0.97% 34
2024
Q1 		$1.75M Buy
4,052
+386
+11% +$155K 0.91% 34
2023
Q4 		$1.57M Buy
3,666
+74
+2% +$28.7K 0.9% 30
2023
Q3 		$1.36M Sell
3,592
-37
-1% -$13.4K 0.86% 33
2023
Q2 		$1.38M Buy
3,629
+1,658
+84% +$562K 0.84% 34
2023
Q1 		$627K Buy
1,971
+400
+25% +$118K 0.4% 41
2022
Q4 		$392K Buy
+1,571
New +$413K 0.27% 52

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Birch Capital Management's WSO Position: Q2 2026 in Review

Birch Capital Management increased its Watsco Inc (WSO) stake by 16% in Q2 2026, buying an estimated $336K and bringing the position to 5,939 shares worth $2.47M. The position accounts for 1.21% of the portfolio, ranked #22.

Birch Capital Management first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. 263 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Birch Capital Management held 5,939 shares of Watsco Inc worth $2.47M as of Q2 2026.
  • Birch Capital Management bought 836 Watsco Inc shares in Q2 2026, an estimated $336K.
  • Watsco Inc made up 1.21% of Birch Capital Management's portfolio in Q2 2026, its #22 holding.
  • Birch Capital Management first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
  • 263 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.