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Boreal Capital Management’s Watsco Inc WSO Stock Holding History

Boreal 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 		$732K Hold
1,756
– – 0.54% 49
2026
Q1 		$639K Buy
1,756
+243
+16% +$94.2K 0.52% 54
2025
Q4 		$510K Buy
1,513
+189
+14% +$67.5K 0.38% 69
2025
Q3 		$535K Buy
1,324
+224
+20% +$95.8K 0.43% 59
2025
Q2 		$486K Buy
+1,100
New +$510K 0.4% 69

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

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

Boreal Capital Management held its Watsco Inc (WSO) position steady in Q2 2026 at 1,756 shares worth $732K. The position accounts for 0.54% of the portfolio, ranked #49.

Boreal Capital Management first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Boreal Capital Management held 1,756 shares of Watsco Inc worth $732K as of Q2 2026.
  • Boreal Capital Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.54% of Boreal Capital Management's portfolio in Q2 2026, its #49 holding.
  • Boreal Capital Management first reported a position in Watsco Inc in Q2 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 Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.