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F.L. Putnam Investment Management’s Watsco Inc WSO Stock Holding History

F.L. Putnam Investment 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 		$7.38M Buy
17,699
+16,891
+2,090% +$6.79M 0.09% 171
2026
Q1 		$294K Sell
808
-50
-6% -$19.4K ﹤0.01% 505
2025
Q4 		$289K Sell
858
-31
-3% -$11.1K ﹤0.01% 517
2025
Q3 		$359K Sell
889
-20
-2% -$8.55K 0.01% 473
2025
Q2 		$401K Buy
909
+35
+4% +$16.2K 0.01% 451
2025
Q1 		$444K Buy
874
+53
+6% +$26.1K 0.01% 435
2024
Q4 		$389K Sell
821
-64
-7% -$32.4K 0.01% 455
2024
Q3 		$435K Sell
885
-62
-7% -$29.8K 0.01% 447
2024
Q2 		$439K Buy
947
+467
+97% +$213K 0.01% 435
2024
Q1 		$207K Sell
480
-3
-0.6% -$1.21K ﹤0.01% 464
2023
Q4 		$207K Buy
+483
New +$187K ﹤0.01% 457

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

F.L. Putnam Investment Management's WSO Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its Watsco Inc (WSO) stake by 2,090% in Q2 2026, buying an estimated $6.79M and bringing the position to 17,699 shares worth $7.38M. The position accounts for 0.09% of the portfolio, ranked #171.

F.L. Putnam Investment Management first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • F.L. Putnam Investment Management held 17,699 shares of Watsco Inc worth $7.38M as of Q2 2026.
  • F.L. Putnam Investment Management bought 16,891 Watsco Inc shares in Q2 2026, an estimated $6.79M.
  • Watsco Inc made up 0.09% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #171 holding.
  • F.L. Putnam Investment Management first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • 457 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.