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DC Investments Management’s Watsco Inc WSO Stock Holding History

DC Investments Management’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 		– Sell
-567
Closed -$206K – 80
2026
Q1 		$206K Buy
+567
New +$220K 0.08% 72
2020
Q3 		– Sell
-1,920
Closed -$341K – 303
2020
Q2 		$341K Buy
+1,920
New +$318K 0.13% 143
2018
Q4 		– Sell
-2,125
Closed -$378K – 317
2018
Q3 		$378K Sell
2,125
-709
-25% -$125K 0.26% 230
2018
Q2 		$505K Sell
2,834
-210
-7% -$38.2K 0.32% 205
2018
Q1 		$551K Buy
+3,044
New +$528K 0.37% 94

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

DC Investments Management's WSO Position: Q2 2026 in Review

DC Investments Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 567 shares — an estimated $206K sold.

DC Investments Management first reported a position in WSO in Q1 2018 and held it in 5 quarters. The position peaked at $551K in Q1 2018. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • DC Investments Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • DC Investments Management sold 567 Watsco Inc shares in Q2 2026, an estimated $206K.
  • DC Investments Management first reported a position in Watsco Inc in Q1 2018 and held it in 5 quarters.
  • DC Investments Management's Watsco Inc position peaked at $551K in Q1 2018.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.