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Everence Capital Management’s Watsco Inc WSO Stock Holding History

Everence Capital Management’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 		– Sell
-574
Closed -$209K – 938
2026
Q1 		$209K Sell
574
-696
-55% -$270K 0.01% 740
2025
Q4 		$428K Hold
1,270
– – 0.03% 445
2025
Q3 		$513K Hold
1,270
– – 0.03% 384
2025
Q2 		$561K Buy
1,270
+330
+35% +$153K 0.04% 340
2025
Q1 		$478K Hold
940
– – 0.03% 382
2024
Q4 		$445K Buy
+940
New +$476K 0.03% 412

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

Everence Capital Management's WSO Position: Q2 2026 in Review

Everence Capital Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 574 shares — an estimated $209K sold.

Everence Capital Management first reported a position in WSO in Q4 2024 and held it in 6 quarters. The position peaked at $561K in Q2 2025. 785 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Everence Capital Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Everence Capital Management sold 574 Watsco Inc shares in Q2 2026, an estimated $209K.
  • Everence Capital Management first reported a position in Watsco Inc in Q4 2024 and held it in 6 quarters.
  • Everence Capital Management's Watsco Inc position peaked at $561K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.