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Covestor’s Watsco Inc WSO Stock Holding History

Covestor’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 		$72K Sell
172
-90
-34% -$36.2K 0.04% 567
2026
Q1 		$95K Sell
262
-34
-11% -$13.2K 0.07% 312
2025
Q4 		$100K Buy
296
+7
+2% +$2.5K 0.05% 581
2025
Q3 		$117K Sell
289
-35
-11% -$15K 0.06% 492
2025
Q2 		$143K Sell
324
-66
-17% -$30.6K 0.08% 342
2025
Q1 		$199K Buy
390
+37
+10% +$18.2K 0.13% 161
2024
Q4 		$168K Buy
353
+17
+5% +$8.61K 0.11% 252
2024
Q3 		$165K Sell
336
-97
-22% -$46.6K 0.1% 255
2024
Q2 		$201K Sell
433
-148
-25% -$67.7K 0.13% 165
2024
Q1 		$252K Buy
581
+208
+56% +$83.6K 0.16% 88
2023
Q4 		$160K Sell
373
-43
-10% -$16.7K 0.11% 232
2023
Q3 		$157K Sell
416
-127
-23% -$45.9K 0.12% 192
2023
Q2 		$208K Sell
543
-109
-17% -$37K 0.16% 109
2023
Q1 		$208K Buy
652
+30
+5% +$8.81K 0.18% 97
2022
Q4 		$155K Sell
622
-14
-2% -$3.68K 0.13% 202
2022
Q3 		$164K Sell
636
-16
-2% -$4.34K 0.14% 129
2022
Q2 		$156K Sell
652
-1
-0.2% -$263 0.12% 188
2022
Q1 		$199K Buy
653
+345
+112% +$98.4K 0.13% 157
2021
Q4 		$96K Buy
+308
New +$91.2K 0.13% 179

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 $3.37T 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

Covestor's WSO Position: Q2 2026 in Review

Covestor reduced its Watsco Inc (WSO) stake by 34% in Q2 2026, selling an estimated $36.2K and leaving 172 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #567.

Covestor first reported a position in WSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $252K in Q1 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Covestor held 172 shares of Watsco Inc worth $72K as of Q2 2026.
  • Covestor sold 90 Watsco Inc shares in Q2 2026, an estimated $36.2K.
  • Watsco Inc made up 0.04% of Covestor's portfolio in Q2 2026, its #567 holding.
  • Covestor first reported a position in Watsco Inc in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Watsco Inc position peaked at $252K in Q1 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.