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CVA Family Office’s Watsco Inc WSO Stock Holding History

CVA Family Office’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 		$21.7K Buy
52
+34
+189% +$13.7K ﹤0.01% 796
2026
Q1 		$6.55K Buy
18
+12
+200% +$4.65K ﹤0.01% 1136
2025
Q4 		$2.02K Buy
6
+5
+500% +$1.78K ﹤0.01% 993
2025
Q3 		$404 Sell
1
-11
-92% -$4.7K ﹤0.01% 1275
2025
Q2 		$5.3K Sell
12
-31
-72% -$14.4K ﹤0.01% 884
2025
Q1 		$21.9K Buy
43
+13
+43% +$6.41K ﹤0.01% 666
2024
Q4 		$14.2K Buy
30
+1
+3% +$506 ﹤0.01% 733
2024
Q3 		$14.3K Buy
29
+11
+61% +$5.29K ﹤0.01% 702
2024
Q2 		$8.34K Hold
18
– – ﹤0.01% 764
2024
Q1 		$7.78K Hold
18
– – ﹤0.01% 784
2023
Q4 		$7.71K Buy
+18
New +$6.97K ﹤0.01% 754
2023
Q3 		– Sell
-35
Closed -$13.4K – 963
2023
Q2 		$13.4K Buy
+35
New +$11.9K ﹤0.01% 680
2021
Q3 		– Sell
-4
Closed -$1K – 895
2021
Q2 		$1K Buy
+4
New +$1.15K ﹤0.01% 937

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

CVA Family Office's WSO Position: Q2 2026 in Review

CVA Family Office increased its Watsco Inc (WSO) stake by 189% in Q2 2026, buying an estimated $13.7K and bringing the position to 52 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

CVA Family Office first reported a position in WSO in Q2 2021 and has held it in 13 quarters since. The position peaked at $21.9K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • CVA Family Office held 52 shares of Watsco Inc worth $21.7K as of Q2 2026.
  • CVA Family Office bought 34 Watsco Inc shares in Q2 2026, an estimated $13.7K.
  • Watsco Inc made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #796 holding.
  • CVA Family Office first reported a position in Watsco Inc in Q2 2021 and has held it in 13 quarters since.
  • CVA Family Office's Watsco Inc position peaked at $21.9K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.