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Fortitude Family Office’s Watsco Inc WSO Stock Holding History

Fortitude Family Office’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 		$8.34K Sell
20
-2
-9% -$804 ﹤0.01% 852
2026
Q1 		$8K Buy
+22
New +$8.52K ﹤0.01% 734
2025
Q4 		– Sell
-108
Closed -$43.7K – 2150
2025
Q3 		$43.7K Hold
108
– – 0.01% 259
2025
Q2 		$47.7K Buy
108
+90
+500% +$41.8K 0.02% 255
2025
Q1 		$9.15K Sell
18
-7
-28% -$3.45K ﹤0.01% 561
2024
Q4 		$11.8K Hold
25
– – ﹤0.01% 576
2024
Q3 		$12.3K Buy
25
+12
+92% +$5.77K ﹤0.01% 521
2024
Q2 		$6.02K Hold
13
– – ﹤0.01% 526
2024
Q1 		$5.62K Hold
13
– – ﹤0.01% 555
2023
Q4 		$5.57K Buy
+13
New +$5.04K ﹤0.01% 563

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 $3.38T AUM 44.17% 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

Fortitude Family Office's WSO Position: Q2 2026 in Review

Fortitude Family Office reduced its Watsco Inc (WSO) stake by 9.1% in Q2 2026, selling an estimated $804 and leaving 20 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Fortitude Family Office first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $47.7K in Q2 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Fortitude Family Office held 20 shares of Watsco Inc worth $8.34K as of Q2 2026.
  • Fortitude Family Office sold 2 Watsco Inc shares in Q2 2026, an estimated $804.
  • Watsco Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #852 holding.
  • Fortitude Family Office first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
  • Fortitude Family Office's Watsco Inc position peaked at $47.7K in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.