EP
WSO icon

Essential Partners’s Watsco Inc WSO Stock Holding History

Essential 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
Q2 		$16.7K Buy
40
+34
+567% +$13.7K 0.01% 976
2026
Q1 		$2.18K Buy
6
+1
+20% +$387 ﹤0.01% 1974
2025
Q4 		$1.69K Buy
+5
New +$1.78K ﹤0.01% 1855

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

Essential Partners's WSO Position: Q2 2026 in Review

Essential Partners increased its Watsco Inc (WSO) stake by 567% in Q2 2026, buying an estimated $13.7K and bringing the position to 40 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #976.

Essential Partners first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Essential Partners held 40 shares of Watsco Inc worth $16.7K as of Q2 2026.
  • Essential Partners bought 34 Watsco Inc shares in Q2 2026, an estimated $13.7K.
  • Watsco Inc made up 0.01% of Essential Partners's portfolio in Q2 2026, its #976 holding.
  • Essential Partners first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.