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Broadwater Capital’s Watsco Inc WSO Stock Holding History

Broadwater Capital’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 		$12.5K Hold
30
– – 0.01% 152
2026
Q1 		$10.1K Hold
30
– – 0.01% 160
2025
Q4 		$10.1K Sell
30
-20
-40% -$7.14K 0.01% 160
2025
Q3 		$20.2K Sell
50
-22,031
-100% -$9.42M 0.01% 136
2025
Q2 		$22.1M Buy
22,081
+22,031
+44,062% +$10.2M 0.02% 127
2025
Q1 		$25.4K Hold
50
– – 0.02% 126
2024
Q4 		$23.7K Sell
50
-10
-17% -$5.06K 0.02% 129
2024
Q3 		$29.5K Hold
60
– – 0.02% 131
2024
Q2 		$27.8K Hold
60
– – 0.02% 131
2024
Q1 		$25.9K Sell
60
-20
-25% -$8.04K 0.02% 136
2023
Q4 		$34.3K Buy
+80
New +$31K 0.03% 129

Other funds holding WSO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Broadwater Capital's WSO Position: Q2 2026 in Review

Broadwater Capital held its Watsco Inc (WSO) position steady in Q2 2026 at 30 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #152.

Broadwater Capital first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.1M in Q2 2025. 372 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Broadwater Capital held 30 shares of Watsco Inc worth $12.5K as of Q2 2026.
  • Broadwater Capital left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #152 holding.
  • Broadwater Capital first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Watsco Inc position peaked at $22.1M in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.