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Cromwell Holdings’s Watsco Inc WSO Stock Holding History

Cromwell Holdings’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 		$3.33K Buy
8
+5
+167% +$2.01K ﹤0.01% 742
2026
Q1 		$1.09K Hold
3
– – ﹤0.01% 833
2025
Q4 		$1.01K Buy
+3
New +$1.07K ﹤0.01% 826
2025
Q3 		– Sell
-5
Closed -$2.21K – 1044
2025
Q2 		$2.21K Buy
5
+3
+150% +$1.39K ﹤0.01% 667
2025
Q1 		$1.02K Buy
+2
New +$986 ﹤0.01% 651

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

Cromwell Holdings's WSO Position: Q2 2026 in Review

Cromwell Holdings increased its Watsco Inc (WSO) stake by 167% in Q2 2026, buying an estimated $2.01K and bringing the position to 8 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Cromwell Holdings first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cromwell Holdings held 8 shares of Watsco Inc worth $3.33K as of Q2 2026.
  • Cromwell Holdings bought 5 Watsco Inc shares in Q2 2026, an estimated $2.01K.
  • Watsco Inc made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #742 holding.
  • Cromwell Holdings first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.