Cambridge Investment Research Advisors’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.6M | Sell |
3,838
-178
| -4% | -$71.5K | ﹤0.01% | 1866 |
|
|
2026
Q1 | $1.46M | Sell |
4,016
-90
| -2% | -$34.9K | ﹤0.01% | 1850 |
|
|
2025
Q4 | $1.38M | Buy |
4,106
+574
| +16% | +$205K | ﹤0.01% | 1844 |
|
|
2025
Q3 | $1.43M | Sell |
3,532
-177
| -5% | -$75.7K | ﹤0.01% | 1771 |
|
|
2025
Q2 | $1.64M | Buy |
3,709
+278
| +8% | +$129K | 0.01% | 1578 |
|
|
2025
Q1 | $1.74M | Sell |
3,431
-151
| -4% | -$74.4K | 0.01% | 1439 |
|
|
2024
Q4 | $1.7M | Sell |
3,582
-161
| -4% | -$81.5K | 0.01% | 1477 |
|
|
2024
Q3 | $1.84M | Buy |
3,743
+80
| +2% | +$38.5K | 0.01% | 1412 |
|
|
2024
Q2 | $1.7M | Sell |
3,663
-190
| -5% | -$86.8K | 0.01% | 1400 |
|
|
2024
Q1 | $1.66M | Buy |
3,853
+87
| +2% | +$35K | 0.01% | 1386 |
|
|
2023
Q4 | $1.61M | Sell |
3,766
-201
| -5% | -$77.9K | 0.01% | 1341 |
|
|
2023
Q3 | $1.5M | Sell |
3,967
-42
| -1% | -$15.2K | 0.01% | 1316 |
|
|
2023
Q2 | $1.53M | Buy |
4,009
+426
| +12% | +$144K | 0.01% | 1336 |
|
|
2023
Q1 | $1.14M | Buy |
3,583
+222
| +7% | +$65.2K | 0.01% | 1490 |
|
|
2022
Q4 | $838K | Buy |
3,361
+99
| +3% | +$26K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $840K | Sell |
3,262
-65
| -2% | -$17.6K | ﹤0.01% | 1592 |
|
|
2022
Q2 | $795K | Buy |
3,327
+210
| +7% | +$55.3K | ﹤0.01% | 1637 |
|
|
2022
Q1 | $950K | Sell |
3,117
-166
| -5% | -$47.3K | ﹤0.01% | 1606 |
|
|
2021
Q4 | $1.03M | Buy |
3,283
+108
| +3% | +$32K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $840K | Sell |
3,175
-16
| -0.5% | -$4.49K | ﹤0.01% | 1668 |
|
|
2021
Q2 | $915K | Buy |
3,191
+13
| +0.4% | +$3.72K | ﹤0.01% | 1592 |
|
|
2021
Q1 | $829K | Buy |
3,178
+16
| +0.5% | +$3.94K | ﹤0.01% | 1564 |
|
|
2020
Q4 | $716K | Sell |
3,162
-978
| -24% | -$225K | ﹤0.01% | 1532 |
|
|
2020
Q3 | $964K | Sell |
4,140
-1,278
| -24% | -$288K | 0.01% | 1208 |
|
|
2020
Q2 | $963K | Sell |
5,418
-271
| -5% | -$44.8K | 0.01% | 1140 |
|
|
2020
Q1 | $899K | Buy |
5,689
+2,044
| +56% | +$345K | 0.01% | 1024 |
|
|
2019
Q4 | $657K | Sell |
3,645
-86
| -2% | -$15.1K | 0.01% | 1404 |
|
|
2019
Q3 | $631K | Sell |
3,731
-235
| -6% | -$38.1K | 0.01% | 1348 |
|
|
2019
Q2 | $649K | Sell |
3,966
-550
| -12% | -$86.4K | 0.01% | 1273 |
|
|
2019
Q1 | $647K | Buy |
4,516
+1,478
| +49% | +$212K | 0.01% | 1313 |
|
|
2018
Q4 | $423K | Buy |
3,038
+13
| +0.4% | +$1.98K | ﹤0.01% | 1419 |
|
|
2018
Q3 | $539K | Sell |
3,025
-5
| -0.2% | -$883 | 0.01% | 1395 |
|
|
2018
Q2 | $540K | Sell |
3,030
-14
| -0.5% | -$2.55K | 0.01% | 1358 |
|
|
2018
Q1 | $551K | Sell |
3,044
-178
| -6% | -$30.9K | 0.01% | 1295 |
|
|
2017
Q4 | $548K | Buy |
3,222
+710
| +28% | +$117K | 0.01% | 1273 |
|
|
2017
Q3 | $405K | Sell |
2,512
-30
| -1% | -$4.53K | 0.01% | 1367 |
|
|
2017
Q2 | $392K | Buy |
2,542
+32
| +1% | +$4.57K | 0.01% | 1356 |
|
|
2017
Q1 | $359K | Buy |
2,510
+107
| +4% | +$16K | 0.01% | 1261 |
|
|
2016
Q4 | $356K | Buy |
2,403
+21
| +0.9% | +$3.04K | 0.01% | 1188 |
|
|
2016
Q3 | $336K | Buy |
+2,382
| New | +$341K | 0.01% | 1237 |
|
Other funds holding WSO
Cambridge Investment Research Advisors's WSO Position: Q2 2026 in Review
Cambridge Investment Research Advisors reduced its Watsco Inc (WSO) stake by 4.4% in Q2 2026, selling an estimated $71.5K and leaving 3,838 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1866.
Cambridge Investment Research Advisors first reported a position in WSO in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.84M in Q3 2024. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.
- Cambridge Investment Research Advisors held 3,838 shares of Watsco Inc worth $1.6M as of Q2 2026.
- Cambridge Investment Research Advisors sold 178 Watsco Inc shares in Q2 2026, an estimated $71.5K.
- Watsco Inc made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1866 holding.
- Cambridge Investment Research Advisors first reported a position in Watsco Inc in Q3 2016 and has held it in 40 quarters since.
- Cambridge Investment Research Advisors's Watsco Inc position peaked at $1.84M in Q3 2024.
- 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.