Bruce G. Allen Investments’s Watsco Inc WSO Stock Holding History

Bruce G. Allen Investments’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	$2.08K	Hold	5	–	–	﹤0.01%	686
2026 Q1	$1.82K	Sell	5 -3	-38%	-$1.16K	﹤0.01%	708
2025 Q4	$2.7K	Buy	8 +4	+100%	+$1.43K	﹤0.01%	649
2025 Q3	$1.62K	Sell	4 -1	-20%	-$428	﹤0.01%	738
2025 Q2	$2.21K	Buy	5 +1	+25%	+$464	﹤0.01%	690
2025 Q1	$2.03K	Hold	4	–	–	﹤0.01%	702
2024 Q4	$1.9K	Hold	4	–	–	﹤0.01%	720
2024 Q3	$1.97K	Hold	4	–	–	﹤0.01%	714
2024 Q2	$1.85K	Hold	4	–	–	﹤0.01%	696
2024 Q1	$1.73K	Sell	4 -7	-64%	-$2.81K	﹤0.01%	722
2023 Q4	$4.71K	Buy	+11	New	+$4.26K	﹤0.01%	598

Other funds holding WSO

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Bruce G. Allen Investments's WSO Position: Q2 2026 in Review

Bruce G. Allen Investments held its Watsco Inc (WSO) position steady in Q2 2026 at 5 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Bruce G. Allen Investments first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.71K in Q4 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Bruce G. Allen Investments held 5 shares of Watsco Inc worth $2.08K as of Q2 2026.
Bruce G. Allen Investments left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #686 holding.
Bruce G. Allen Investments first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Watsco Inc position peaked at $4.71K in Q4 2023.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.