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FNY Investment Advisers’s Watsco Inc WSO Stock Holding History

FNY Investment Advisers’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
-200
Closed -$72K – 1078
2026
Q1 		$72K Buy
+200
New +$77.5K 0.03% 323
2025
Q2 		– Sell
-100
Closed -$50K – 1204
2025
Q1 		$50K Buy
+100
New +$49.3K 0.03% 285
2024
Q2 		– Sell
-100
Closed -$43 – 840
2024
Q1 		$43 Buy
+100
New +$40.2K 0.03% 280
2023
Q4 		– Sell
-100
Closed -$37K – 794
2023
Q3 		$37K Buy
+100
New +$36.2K 0.02% 257

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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FNY Investment Advisers's WSO Position: Q2 2026 in Review

FNY Investment Advisers sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 200 shares — an estimated $72K sold.

FNY Investment Advisers first reported a position in WSO in Q3 2023 and held it in 4 quarters. The position peaked at $72K in Q1 2026. 495 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • FNY Investment Advisers reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 200 Watsco Inc shares in Q2 2026, an estimated $72K.
  • FNY Investment Advisers first reported a position in Watsco Inc in Q3 2023 and held it in 4 quarters.
  • FNY Investment Advisers's Watsco Inc position peaked at $72K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.