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Eagle Global Advisors’s Watsco Inc WSO Stock Holding History

Eagle Global Advisors’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 		$361K Buy
865
+279
+48% +$112K 0.01% 227
2026
Q1 		$213K Buy
+586
New +$227K 0.01% 266
2025
Q4 		– Sell
-586
Closed -$237K – 296
2025
Q3 		$237K Hold
586
– – 0.01% 261
2025
Q2 		$259K Sell
586
-26
-4% -$12.1K 0.01% 248
2025
Q1 		$311K Sell
612
-81
-12% -$39.9K 0.01% 233
2024
Q4 		$328K Hold
693
– – 0.01% 225
2024
Q3 		$341K Hold
693
– – 0.02% 207
2024
Q2 		$321K Buy
693
+5
+0.7% +$2.29K 0.02% 202
2024
Q1 		$297K Buy
688
+84
+14% +$33.7K 0.02% 203
2023
Q4 		$259K Buy
+604
New +$234K 0.02% 211

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

Eagle Global Advisors's WSO Position: Q2 2026 in Review

Eagle Global Advisors increased its Watsco Inc (WSO) stake by 48% in Q2 2026, buying an estimated $112K and bringing the position to 865 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #227.

Eagle Global Advisors first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Eagle Global Advisors held 865 shares of Watsco Inc worth $361K as of Q2 2026.
  • Eagle Global Advisors bought 279 Watsco Inc shares in Q2 2026, an estimated $112K.
  • Watsco Inc made up 0.01% of Eagle Global Advisors's portfolio in Q2 2026, its #227 holding.
  • Eagle Global Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.