EF
WSO icon

Empowered Funds’s Watsco Inc WSO Stock Holding History

Empowered Funds’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 		$420K Sell
1,008
-231
-19% -$92.9K ﹤0.01% 1741
2026
Q1 		$451K Buy
+1,239
New +$480K ﹤0.01% 1677
2025
Q4 		– Sell
-1,002
Closed -$405K – 1936
2025
Q3 		$405K Sell
1,002
-4,970
-83% -$2.13M ﹤0.01% 1490
2025
Q2 		$2.64M Buy
5,972
+45
+0.8% +$20.9K 0.03% 698
2025
Q1 		$3.01M Buy
5,927
+232
+4% +$114K 0.04% 547
2024
Q4 		$2.7M Buy
5,695
+664
+13% +$336K 0.04% 592
2024
Q3 		$2.47M Buy
5,031
+201
+4% +$96.6K 0.04% 589
2024
Q2 		$2.24M Buy
4,830
+179
+4% +$81.8K 0.04% 575
2024
Q1 		$2.01M Sell
4,651
-7,490
-62% -$3.01M 0.04% 613
2023
Q4 		$5.2M Buy
12,141
+8,105
+201% +$3.14M 0.13% 224
2023
Q3 		$1.52M Sell
4,036
-8,079
-67% -$2.92M 0.05% 536
2023
Q2 		$4.62M Buy
+12,115
New +$4.11M 0.16% 155
2022
Q2 		– Sell
-2,533
Closed -$772K – 341
2022
Q1 		$772K Buy
2,533
+289
+13% +$82.4K 0.08% 209
2021
Q4 		$702K Buy
2,244
+357
+19% +$106K 0.08% 198
2021
Q3 		$499K Buy
1,887
+799
+73% +$224K 0.06% 180
2021
Q2 		$312K Buy
+1,088
New +$311K 0.04% 209

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

Empowered Funds's WSO Position: Q2 2026 in Review

Empowered Funds reduced its Watsco Inc (WSO) stake by 19% in Q2 2026, selling an estimated $92.9K and leaving 1,008 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Empowered Funds first reported a position in WSO in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.2M in Q4 2023. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Empowered Funds held 1,008 shares of Watsco Inc worth $420K as of Q2 2026.
  • Empowered Funds sold 231 Watsco Inc shares in Q2 2026, an estimated $92.9K.
  • Watsco Inc made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1741 holding.
  • Empowered Funds first reported a position in Watsco Inc in Q2 2021 and has held it in 16 quarters since.
  • Empowered Funds's Watsco Inc position peaked at $5.2M in Q4 2023.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.