Edgestream Partners’s Watsco Inc WSO Stock Holding History

Edgestream Partners’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 Q3	$387K	Buy	+1,278	New	+$427K	0.01%	812
2025 Q1	–	Sell	-12,915	Closed	-$6.12M	–	1107
2024 Q4	$6.12M	Buy	12,915 +10,281	+390%	+$5.21M	0.26%	97
2024 Q3	$1.3M	Buy	+2,634	New	+$1.27M	0.06%	518
2023 Q1	–	Sell	-15,135	Closed	-$3.77M	–	671
2022 Q4	$3.77M	Buy	+15,135	New	+$3.98M	0.42%	55
2022 Q3	–	Sell	-5,060	Closed	-$1.21M	–	630
2022 Q2	$1.21M	Buy	+5,060	New	+$1.33M	0.1%	287
2022 Q1	–	Sell	-6,232	Closed	-$1.95M	–	651
2021 Q4	$1.95M	Buy	6,232 +3,496	+128%	+$1.04M	0.12%	236
2021 Q3	$724K	Buy	+2,736	New	+$767K	0.04%	357

Other funds holding WSO

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Edgestream Partners's WSO Position: Q3 2026 in Review

Edgestream Partners opened a new position in Watsco Inc (WSO) in Q3 2026: 1,278 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WSO as recently as Q4 2024.

Edgestream Partners first reported a position in WSO in Q3 2021 and has held it in 7 quarters since. The position peaked at $6.12M in Q4 2024. 518 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Edgestream Partners held 1,278 shares of Watsco Inc worth $387K as of Q3 2026.
Watsco Inc was a new Edgestream Partners position in Q3 2026.
Watsco Inc made up 0.01% of Edgestream Partners's portfolio in Q3 2026, its #812 holding.
Edgestream Partners first reported a position in Watsco Inc in Q3 2021 and has held it in 7 quarters since.
Edgestream Partners's Watsco Inc position peaked at $6.12M in Q4 2024.
518 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.