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Curat Global’s Watsco Inc WSO Stock Holding History

Curat Global’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 		$66.7K Hold
160
– – 0.05% 165
2026
Q1 		$58.2K Hold
160
– – 0.06% 163
2025
Q4 		$53.9K Sell
160
-300
-65% -$107K 0.06% 165
2025
Q3 		$186K Hold
460
– – 0.17% 100
2025
Q2 		$203K Hold
460
– – 0.19% 97
2025
Q1 		$234K Buy
+460
New +$227K 0.28% 93

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

Curat Global's WSO Position: Q2 2026 in Review

Curat Global held its Watsco Inc (WSO) position steady in Q2 2026 at 160 shares worth $66.7K. The position accounts for 0.05% of the portfolio, ranked #165.

Curat Global first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $234K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Curat Global held 160 shares of Watsco Inc worth $66.7K as of Q2 2026.
  • Curat Global left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.05% of Curat Global's portfolio in Q2 2026, its #165 holding.
  • Curat Global first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • Curat Global's Watsco Inc position peaked at $234K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.