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Bridgewater Associates’s Watsco Inc WSO Stock Holding History

Bridgewater Associates’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 		$20M Buy
+47,897
New +$19.3M 0.08% 206
2024
Q1 		– Sell
-5,411
Closed -$2.32M – 808
2023
Q4 		$2.32M Buy
5,411
+3,836
+244% +$1.49M 0.01% 494
2023
Q3 		$595K Buy
+1,575
New +$569K ﹤0.01% 672
2021
Q1 		– Sell
-4,398
Closed -$996K – 620
2020
Q4 		$996K Sell
4,398
-903
-17% -$208K 0.01% 384
2020
Q3 		$1.24M Buy
5,301
+3,998
+307% +$901K 0.01% 317
2020
Q2 		$232K Buy
+1,303
New +$216K ﹤0.01% 361

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 $3.38T AUM 44.17% 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

Bridgewater Associates's WSO Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Watsco Inc (WSO) in Q2 2026: 47,897 shares worth $20M. The stake represents 0.08% of the portfolio and ranks #206 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in WSO as recently as Q4 2023.

Bridgewater Associates first reported a position in WSO in Q2 2020 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Bridgewater Associates held 47,897 shares of Watsco Inc worth $20M as of Q2 2026.
  • Watsco Inc was a new Bridgewater Associates position in Q2 2026.
  • Watsco Inc made up 0.08% of Bridgewater Associates's portfolio in Q2 2026, its #206 holding.
  • Bridgewater Associates first reported a position in Watsco Inc in Q2 2020 and has held it in 6 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.