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Cary Street Partners Investment Advisory’s Watsco Inc WSO Stock Holding History

Cary Street Partners Investment Advisory’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 		$254K Buy
610
+14
+2% +$5.63K 0.05% 324
2026
Q1 		$217K Sell
596
-35
-6% -$13.6K 0.06% 331
2025
Q4 		$213K Sell
631
-2
-0.3% -$714 0.06% 313
2025
Q3 		$256K Buy
633
+103
+19% +$44K 0.11% 212
2025
Q2 		$234K Sell
530
-11
-2% -$5.1K 0.11% 201
2025
Q1 		$275K Buy
541
+19
+4% +$9.37K 0.16% 158
2024
Q4 		$247K Sell
522
-1,056
-67% -$535K 0.16% 142
2024
Q3 		$776K Sell
1,578
-34
-2% -$16.3K 0.03% 401
2024
Q2 		$747K Sell
1,612
-15
-0.9% -$6.86K 0.03% 384
2024
Q1 		$703K Buy
1,627
+83
+5% +$33.3K 0.03% 388
2023
Q4 		$662K Buy
1,544
+463
+43% +$179K 0.03% 376
2023
Q3 		$408K Buy
1,081
+57
+6% +$20.6K 0.02% 427
2023
Q2 		$391K Buy
1,024
+134
+15% +$45.4K 0.03% 397
2023
Q1 		$283K Buy
890
+76
+9% +$22.3K 0.02% 419
2022
Q4 		$203K Buy
+814
New +$214K 0.01% 468

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's WSO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Watsco Inc (WSO) stake by 2.3% in Q2 2026, buying an estimated $5.63K and bringing the position to 610 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #324.

Cary Street Partners Investment Advisory first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $776K in Q3 2024. 512 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 610 shares of Watsco Inc worth $254K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 14 Watsco Inc shares in Q2 2026, an estimated $5.63K.
  • Watsco Inc made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #324 holding.
  • Cary Street Partners Investment Advisory first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
  • Cary Street Partners Investment Advisory's Watsco Inc position peaked at $776K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.