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Boston Family Office’s Watsco Inc WSO Stock Holding History

Boston 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 		$348K Hold
835
– – 0.02% 260
2026
Q1 		$304K Hold
835
– – 0.02% 272
2025
Q4 		$281K Hold
835
– – 0.02% 268
2025
Q3 		$338K Hold
835
– – 0.02% 238
2025
Q2 		$369K Buy
+835
New +$387K 0.02% 223

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

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

Boston Family Office held its Watsco Inc (WSO) position steady in Q2 2026 at 835 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #260.

Boston Family Office first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. The position peaked at $369K in Q2 2025. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Boston Family Office held 835 shares of Watsco Inc worth $348K as of Q2 2026.
  • Boston Family Office left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #260 holding.
  • Boston Family Office first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • Boston Family Office's Watsco Inc position peaked at $369K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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