Cerity Partners
WSO icon

Cerity Partners’s Watsco Inc WSO Stock Holding History

Cerity 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 		$3.76M Buy
9,020
+2,162
+32% +$869K ﹤0.01% 1239
2026
Q1 		$2.49M Sell
6,858
-81
-1% -$31.4K ﹤0.01% 1358
2025
Q4 		$2.34M Buy
6,939
+654
+10% +$234K ﹤0.01% 1308
2025
Q3 		$2.54M Sell
6,285
-880
-12% -$376K ﹤0.01% 1182
2025
Q2 		$3.16M Sell
7,165
-1,518
-17% -$704K 0.01% 1015
2025
Q1 		$4.41M Buy
8,683
+103
+1% +$50.8K 0.01% 777
2024
Q4 		$4.16M Sell
8,580
-2,052
-19% -$1.04M 0.01% 785
2024
Q3 		$5.23M Buy
10,632
+5,036
+90% +$2.42M 0.01% 680
2024
Q2 		$2.59M Sell
5,596
-5,139
-48% -$2.35M 0.01% 811
2024
Q1 		$4.64M Buy
10,735
+5,289
+97% +$2.12M 0.01% 665
2023
Q4 		$2.33M Buy
5,446
+4,723
+653% +$1.83M 0.01% 727
2023
Q3 		$273K Sell
723
-1,144
-61% -$414K ﹤0.01% 1183
2023
Q2 		$713K Buy
1,867
+596
+47% +$202K ﹤0.01% 1043
2023
Q1 		$406K Sell
1,271
-62
-5% -$18.2K ﹤0.01% 1400
2022
Q4 		$333K Sell
1,333
-2,070
-61% -$544K ﹤0.01% 1108
2022
Q3 		$876K Buy
3,403
+584
+21% +$158K 0.01% 545
2022
Q2 		$673K Buy
2,819
+435
+18% +$114K 0.01% 650
2022
Q1 		$726K Buy
+2,384
New +$680K 0.01% 507

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
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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's WSO Position: Q2 2026 in Review

Cerity Partners increased its Watsco Inc (WSO) stake by 32% in Q2 2026, buying an estimated $869K and bringing the position to 9,020 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Cerity Partners first reported a position in WSO in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.23M in Q3 2024. 741 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cerity Partners held 9,020 shares of Watsco Inc worth $3.76M as of Q2 2026.
  • Cerity Partners bought 2,162 Watsco Inc shares in Q2 2026, an estimated $869K.
  • Watsco Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1239 holding.
  • Cerity Partners first reported a position in Watsco Inc in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's Watsco Inc position peaked at $5.23M in Q3 2024.
  • 741 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.