DF
WSO icon

DecisionPoint Financial’s Watsco Inc WSO Stock Holding History

DecisionPoint Financial’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 		$408 Sell
1
-1
-50% -$402 ﹤0.01% 713
2026
Q1 		$728 Hold
2
– – ﹤0.01% 407
2025
Q4 		$674 Hold
2
– – ﹤0.01% 473
2025
Q3 		$809 Hold
2
– – ﹤0.01% 374
2025
Q2 		$912 Buy
+2
New +$928 ﹤0.01% 329

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

DecisionPoint Financial's WSO Position: Q2 2026 in Review

DecisionPoint Financial reduced its Watsco Inc (WSO) stake by 50% in Q2 2026, selling an estimated $402 and leaving 1 share worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #713.

DecisionPoint Financial first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. The position peaked at $912 in Q2 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • DecisionPoint Financial held 1 share of Watsco Inc worth $408 as of Q2 2026.
  • DecisionPoint Financial sold 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #713 holding.
  • DecisionPoint Financial first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • DecisionPoint Financial's Watsco Inc position peaked at $912 in Q2 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.