Bridges Investment Management’s Watsco Inc WSO Stock Holding History

Bridges Investment 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	$2.33M	Buy	5,580 +20	+0.4%	+$8.04K	0.03%	173
2026 Q1	$2.02M	Buy	5,560 +3,188	+134%	+$1.24M	0.03%	181
2025 Q4	$799K	Sell	2,372 -2,502	-51%	-$893K	0.01%	257
2025 Q3	$1.97M	Buy	4,874 +219	+5%	+$93.6K	0.03%	181
2025 Q2	$2.06M	Buy	4,655 +487	+12%	+$226K	0.03%	175
2025 Q1	$2.12M	Buy	4,168 +1,673	+67%	+$825K	0.03%	153
2024 Q4	$1.18M	Buy	2,495 +608	+32%	+$308K	0.02%	188
2024 Q3	$928K	Hold	1,887	–	–	0.01%	206
2024 Q2	$874K	Buy	+1,887	New	+$863K	0.01%	204
2019 Q4	–	Sell	-9,560	Closed	-$1.62M	–	393
2019 Q3	$1.62M	Hold	9,560	–	–	0.06%	147
2019 Q2	$1.56M	Hold	9,560	–	–	0.06%	145
2019 Q1	$1.37M	Buy	9,560 +1,740	+22%	+$250K	0.06%	164
2018 Q4	$1.09M	Buy	+7,820	New	+$1.19M	0.05%	169

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Bridges Investment Management's WSO Position: Q2 2026 in Review

Bridges Investment Management increased its Watsco Inc (WSO) stake by 0.36% in Q2 2026, buying an estimated $8.04K and bringing the position to 5,580 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #173.

Bridges Investment Management first reported a position in WSO in Q4 2018 and has held it in 13 quarters since. 429 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Bridges Investment Management held 5,580 shares of Watsco Inc worth $2.33M as of Q2 2026.
Bridges Investment Management bought 20 Watsco Inc shares in Q2 2026, an estimated $8.04K.
Watsco Inc made up 0.03% of Bridges Investment Management's portfolio in Q2 2026, its #173 holding.
Bridges Investment Management first reported a position in Watsco Inc in Q4 2018 and has held it in 13 quarters since.
429 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.