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Burney Company’s Watsco Inc WSO Stock Holding History

Burney Company’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 		$320K Sell
767
-65
-8% -$26.1K 0.01% 522
2026
Q1 		$303K Buy
832
+15
+2% +$5.81K 0.01% 507
2025
Q4 		$275K Sell
817
-143
-15% -$51.1K 0.01% 539
2025
Q3 		$388K Hold
960
– – 0.01% 458
2025
Q2 		$424K Sell
960
-65
-6% -$30.2K 0.01% 443
2025
Q1 		$521K Sell
1,025
-153
-13% -$75.4K 0.02% 413
2024
Q4 		$558K Hold
1,178
– – 0.02% 405
2024
Q3 		$579K Hold
1,178
– – 0.02% 409
2024
Q2 		$546K Sell
1,178
-785
-40% -$359K 0.02% 407
2024
Q1 		$848K Buy
1,963
+1
+0.1% +$402 0.03% 353
2023
Q4 		$841K Sell
1,962
-1,385
-41% -$537K 0.04% 350
2023
Q3 		$1.26M Buy
3,347
+61
+2% +$22.1K 0.06% 286
2023
Q2 		$1.25M Buy
3,286
+167
+5% +$56.6K 0.06% 292
2023
Q1 		$992K Buy
3,119
+35
+1% +$10.3K 0.05% 314
2022
Q4 		$769K Buy
3,084
+1,100
+55% +$289K 0.04% 334
2022
Q3 		$511K Buy
+1,984
New +$538K 0.03% 408

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

Burney Company's WSO Position: Q2 2026 in Review

Burney Company reduced its Watsco Inc (WSO) stake by 7.8% in Q2 2026, selling an estimated $26.1K and leaving 767 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #522.

Burney Company first reported a position in WSO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q3 2023. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Burney Company held 767 shares of Watsco Inc worth $320K as of Q2 2026.
  • Burney Company sold 65 Watsco Inc shares in Q2 2026, an estimated $26.1K.
  • Watsco Inc made up 0.01% of Burney Company's portfolio in Q2 2026, its #522 holding.
  • Burney Company first reported a position in Watsco Inc in Q3 2022 and has held it in 16 quarters since.
  • Burney Company's Watsco Inc position peaked at $1.26M in Q3 2023.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.