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Boyar Asset Management’s Watsco Inc WSO Stock Holding History

Boyar Asset 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 		– Sell
-583
Closed -$212K – 81
2026
Q1 		$212K Buy
+583
New +$226K 0.12% 75
2024
Q2 		– Sell
-559
Closed -$241K – 82
2024
Q1 		$241K Sell
559
-20
-3% -$8.04K 0.16% 73
2023
Q4 		$248K Sell
579
-7
-1% -$2.71K 0.19% 70
2023
Q3 		$221K Buy
586
+9
+2% +$3.25K 0.17% 72
2023
Q2 		$220K Buy
+577
New +$196K 0.16% 73
2022
Q4 		– Sell
-982
Closed -$253K – 84
2022
Q3 		$253K Buy
+982
New +$266K 0.21% 71

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

Boyar Asset Management's WSO Position: Q2 2026 in Review

Boyar Asset Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 583 shares — an estimated $212K sold.

Boyar Asset Management first reported a position in WSO in Q3 2022 and held it in 6 quarters. The position peaked at $253K in Q3 2022. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Boyar Asset Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Boyar Asset Management sold 583 Watsco Inc shares in Q2 2026, an estimated $212K.
  • Boyar Asset Management first reported a position in Watsco Inc in Q3 2022 and held it in 6 quarters.
  • Boyar Asset Management's Watsco Inc position peaked at $253K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Boyar Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.