Cambiar Investors’s Watsco Inc WSO Stock Holding History

Cambiar Investors’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	$3.47M	Sell	8,319 -828	-9%	-$333K	0.15%	84
2026 Q1	$3.33M	Buy	+9,147	New	+$3.54M	0.15%	82
2023 Q3	–	Sell	-30,584	Closed	-$11.7M	–	157
2023 Q2	$11.7M	Sell	30,584 -260	-0.8%	-$88.2K	0.49%	60
2023 Q1	$9.81M	Buy	30,844 +1,688	+6%	+$496K	0.42%	70
2022 Q4	$7.27M	Sell	29,156 -27	-0.1%	-$7.1K	0.33%	84
2022 Q3	$7.51M	Sell	29,183 -6,767	-19%	-$1.83M	0.38%	74
2022 Q2	$8.59M	Buy	+35,950	New	+$9.46M	0.38%	68

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 $3.37T AUM 44.26% 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

Cambiar Investors's WSO Position: Q2 2026 in Review

Cambiar Investors reduced its Watsco Inc (WSO) stake by 9.1% in Q2 2026, selling an estimated $333K and leaving 8,319 shares worth $3.47M. The position accounts for 0.15% of the portfolio, ranked #84.

Cambiar Investors first reported a position in WSO in Q2 2022 and has held it in 7 quarters since. The position peaked at $11.7M in Q2 2023. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Cambiar Investors held 8,319 shares of Watsco Inc worth $3.47M as of Q2 2026.
Cambiar Investors sold 828 Watsco Inc shares in Q2 2026, an estimated $333K.
Watsco Inc made up 0.15% of Cambiar Investors's portfolio in Q2 2026, its #84 holding.
Cambiar Investors first reported a position in Watsco Inc in Q2 2022 and has held it in 7 quarters since.
Cambiar Investors's Watsco Inc position peaked at $11.7M in Q2 2023.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.