Cary Street Partners’s Watsco Inc WSO Stock Holding History

Cary Street Partners’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	$534K	Buy	1,282 +326	+34%	+$131K	0.01%	641
2026 Q1	$348K	Buy	956 +36	+4%	+$13.9K	0.01%	681
2025 Q4	$310K	Sell	920 -75	-8%	-$26.8K	0.01%	719
2025 Q3	$402K	Sell	995 -61	-6%	-$26.1K	0.01%	622
2025 Q2	$466K	Sell	1,056 -17	-2%	-$7.89K	0.01%	565
2025 Q1	$545K	Buy	1,073 +23	+2%	+$11.3K	0.02%	517
2024 Q4	$498K	Buy	+1,050	New	+$532K	0.02%	510

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

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

Cary Street Partners increased its Watsco Inc (WSO) stake by 34% in Q2 2026, buying an estimated $131K and bringing the position to 1,282 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #641.

Cary Street Partners first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Cary Street Partners held 1,282 shares of Watsco Inc worth $534K as of Q2 2026.
Cary Street Partners bought 326 Watsco Inc shares in Q2 2026, an estimated $131K.
Watsco Inc made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #641 holding.
Cary Street Partners first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Watsco Inc position peaked at $545K in Q1 2025.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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