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Equitable Holdings’s Watsco Inc WSO Stock Holding History

Equitable Holdings’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 		$1.49M Buy
+3,577
New +$1.44M 0.01% 849
2025
Q2 		– Sell
-402
Closed -$204K – 1503
2025
Q1 		$204K Buy
+402
New +$198K ﹤0.01% 1246

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

Equitable Holdings's WSO Position: Q2 2026 in Review

Equitable Holdings opened a new position in Watsco Inc (WSO) in Q2 2026: 3,577 shares worth $1.49M. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in WSO as recently as Q1 2025.

Equitable Holdings first reported a position in WSO in Q1 2025 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Equitable Holdings held 3,577 shares of Watsco Inc worth $1.49M as of Q2 2026.
  • Watsco Inc was a new Equitable Holdings position in Q2 2026.
  • Watsco Inc made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #849 holding.
  • Equitable Holdings first reported a position in Watsco Inc in Q1 2025 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.