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Coastal Bridge Advisors’s Watsco Inc WSO Stock Holding History

Coastal Bridge Advisors’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 		$966K Sell
2,319
-296
-11% -$119K 0.06% 231
2026
Q1 		$951K Buy
2,615
+40
+2% +$15.5K 0.07% 225
2025
Q4 		$868K Buy
2,575
+6
+0.2% +$2.14K 0.06% 233
2025
Q3 		$1.04M Buy
2,569
+489
+24% +$209K 0.08% 205
2025
Q2 		$919K Sell
2,080
-69
-3% -$32K 0.08% 218
2025
Q1 		$1.09M Buy
+2,149
New +$1.06M 0.1% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's WSO Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Watsco Inc (WSO) stake by 11% in Q2 2026, selling an estimated $119K and leaving 2,319 shares worth $966K. The position accounts for 0.06% of the portfolio, ranked #231.

Coastal Bridge Advisors first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Coastal Bridge Advisors held 2,319 shares of Watsco Inc worth $966K as of Q2 2026.
  • Coastal Bridge Advisors sold 296 Watsco Inc shares in Q2 2026, an estimated $119K.
  • Watsco Inc made up 0.06% of Coastal Bridge Advisors's portfolio in Q2 2026, its #231 holding.
  • Coastal Bridge Advisors first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Watsco Inc position peaked at $1.09M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.