DV Trading’s Watsco Inc WSO Stock Holding History

DV Trading’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	-600	Closed	-$218K	–	717
2026 Q1	$218K	Buy	+600	New	+$232K	0.01%	434

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

DV Trading's WSO Position: Q2 2026 in Review

DV Trading sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 600 shares — an estimated $218K sold.

DV Trading first reported a position in WSO in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

DV Trading reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
DV Trading sold 600 Watsco Inc shares in Q2 2026, an estimated $218K.
DV Trading first reported a position in Watsco Inc in Q1 2026 and held it in 1 quarter.
DV Trading's Watsco Inc position peaked at $218K in Q1 2026.
780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on DV Trading's 13F filing for Q2 2026, filed 14 Aug 2026.