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D.J. St. Germain’s Watsco Inc WSO Stock Holding History

D.J. St. Germain’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 Sell
52
-20
-28% -$8.04K ﹤0.01% 578
2026
Q1 		$26.2K Hold
72
– – ﹤0.01% 535
2025
Q4 		$24.3K Hold
72
– – ﹤0.01% 554
2025
Q3 		$29.1K Hold
72
– – ﹤0.01% 529
2025
Q2 		$31.8K Hold
72
– – ﹤0.01% 521
2025
Q1 		$36.6K Buy
72
+52
+260% +$25.6K ﹤0.01% 432
2024
Q4 		$9.48K Hold
20
– – ﹤0.01% 589
2024
Q3 		$9.84K Hold
20
– – ﹤0.01% 546
2024
Q2 		$9.27K Buy
+20
New +$9.14K ﹤0.01% 546

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

D.J. St. Germain's WSO Position: Q2 2026 in Review

D.J. St. Germain reduced its Watsco Inc (WSO) stake by 28% in Q2 2026, selling an estimated $8.04K and leaving 52 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

D.J. St. Germain first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.6K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • D.J. St. Germain held 52 shares of Watsco Inc worth $21.7K as of Q2 2026.
  • D.J. St. Germain sold 20 Watsco Inc shares in Q2 2026, an estimated $8.04K.
  • Watsco Inc made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #578 holding.
  • D.J. St. Germain first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
  • D.J. St. Germain's Watsco Inc position peaked at $36.6K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.