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Evergreen Capital Management’s Watsco Inc WSO Stock Holding History

Evergreen 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 		$577K Buy
1,384
+44
+3% +$17.7K 0.01% 828
2026
Q1 		$487K Buy
1,340
+434
+48% +$168K 0.01% 806
2025
Q4 		$305K Sell
906
-36
-4% -$12.9K 0.01% 1023
2025
Q3 		$381K Buy
942
+218
+30% +$93.2K 0.01% 806
2025
Q2 		$320K Sell
724
-524
-42% -$243K 0.01% 774
2025
Q1 		$634K Buy
1,248
+114
+10% +$56.2K 0.02% 428
2024
Q4 		$537K Buy
1,134
+34
+3% +$17.2K 0.02% 477
2024
Q3 		$541K Buy
1,100
+24
+2% +$11.5K 0.02% 475
2024
Q2 		$498K Buy
1,076
+445
+71% +$203K 0.02% 464
2024
Q1 		$273K Buy
631
+3
+0.5% +$1.21K 0.01% 668
2023
Q4 		$269K Buy
+628
New +$243K 0.01% 640
2023
Q3 		– Sell
-562
Closed -$214K – 850
2023
Q2 		$214K Buy
+562
New +$191K 0.01% 699

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

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

Evergreen Capital Management increased its Watsco Inc (WSO) stake by 3.3% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,384 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #828.

Evergreen Capital Management first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $634K in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Evergreen Capital Management held 1,384 shares of Watsco Inc worth $577K as of Q2 2026.
  • Evergreen Capital Management bought 44 Watsco Inc shares in Q2 2026, an estimated $17.7K.
  • Watsco Inc made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #828 holding.
  • Evergreen Capital Management first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
  • Evergreen Capital Management's Watsco Inc position peaked at $634K in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.