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Callan Family Office’s Watsco Inc WSO Stock Holding History

Callan Family Office’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 		$2.62M Sell
6,284
-151
-2% -$60.7K 0.05% 318
2026
Q1 		$2.34M Buy
6,435
+981
+18% +$380K 0.05% 314
2025
Q4 		$1.84M Buy
5,454
+4,286
+367% +$1.53M 0.04% 373
2025
Q3 		$472K Sell
1,168
-1,138
-49% -$487K 0.02% 553
2025
Q2 		$1.02M Buy
2,306
+1,483
+180% +$688K 0.03% 399
2025
Q1 		$418K Sell
823
-19
-2% -$9.37K 0.03% 365
2024
Q4 		$399K Buy
+842
New +$426K 0.03% 417

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

Callan Family Office's WSO Position: Q2 2026 in Review

Callan Family Office reduced its Watsco Inc (WSO) stake by 2.3% in Q2 2026, selling an estimated $60.7K and leaving 6,284 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #318.

Callan Family Office first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Callan Family Office held 6,284 shares of Watsco Inc worth $2.62M as of Q2 2026.
  • Callan Family Office sold 151 Watsco Inc shares in Q2 2026, an estimated $60.7K.
  • Watsco Inc made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #318 holding.
  • Callan Family Office first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.