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Elequin Capital’s Watsco Inc WSO Stock Holding History

Elequin Capital’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 		$215K Buy
515
+435
+544% +$175K 0.01% 197
2026
Q1 		$29.1K Buy
+80
New +$31K ﹤0.01% 215

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

Elequin Capital's WSO Position: Q2 2026 in Review

Elequin Capital increased its Watsco Inc (WSO) stake by 544% in Q2 2026, buying an estimated $175K and bringing the position to 515 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #197.

Elequin Capital first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Elequin Capital held 515 shares of Watsco Inc worth $215K as of Q2 2026.
  • Elequin Capital bought 435 Watsco Inc shares in Q2 2026, an estimated $175K.
  • Watsco Inc made up 0.01% of Elequin Capital's portfolio in Q2 2026, its #197 holding.
  • Elequin Capital first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.