Franklin Resources’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.6M | Sell |
25,480
-3,456
| -12% | -$1.39M | ﹤0.01% | 1250 |
|
|
2026
Q1 | $10.5M | Sell |
28,936
-1,725
| -6% | -$668K | ﹤0.01% | 1215 |
|
|
2025
Q4 | $10.3M | Sell |
30,661
-1,153
| -4% | -$412K | ﹤0.01% | 1151 |
|
|
2025
Q3 | $12.9M | Buy |
31,814
+133
| +0.4% | +$56.9K | ﹤0.01% | 1090 |
|
|
2025
Q2 | $14M | Sell |
31,681
-21,390
| -40% | -$9.92M | ﹤0.01% | 1030 |
|
|
2025
Q1 | $27M | Buy |
53,071
+3,155
| +6% | +$1.56M | 0.01% | 812 |
|
|
2024
Q4 | $23.7M | Sell |
49,916
-1,674
| -3% | -$848K | 0.01% | 850 |
|
|
2024
Q3 | $25.6M | Buy |
51,590
+2,738
| +6% | +$1.32M | 0.01% | 817 |
|
|
2024
Q2 | $22.6M | Buy |
48,852
+2,566
| +6% | +$1.17M | 0.01% | 814 |
|
|
2024
Q1 | $20M | Buy |
46,286
+1,549
| +3% | +$622K | 0.01% | 865 |
|
|
2023
Q4 | $19.2M | Buy |
44,737
+1,650
| +4% | +$639K | 0.01% | 766 |
|
|
2023
Q3 | $16.3M | Buy |
43,087
+50
| +0.1% | +$18.1K | 0.01% | 800 |
|
|
2023
Q2 | $16.4M | Buy |
43,037
+2,467
| +6% | +$837K | 0.01% | 814 |
|
|
2023
Q1 | $12.9M | Buy |
40,570
+2,527
| +7% | +$742K | 0.01% | 874 |
|
|
2022
Q4 | $9.49M | Buy |
38,043
+855
| +2% | +$225K | ﹤0.01% | 953 |
|
|
2022
Q3 | $9.57M | Sell |
37,188
-115
| -0.3% | -$31.2K | 0.01% | 944 |
|
|
2022
Q2 | $8.91M | Sell |
37,303
-21,053
| -36% | -$5.54M | ﹤0.01% | 978 |
|
|
2022
Q1 | $17.8M | Buy |
58,356
+6,864
| +13% | +$1.96M | 0.01% | 880 |
|
|
2021
Q4 | $16.1M | Sell |
51,492
-1,331
| -3% | -$394K | 0.01% | 946 |
|
|
2021
Q3 | $14M | Sell |
52,823
-1,102
| -2% | -$309K | 0.01% | 979 |
|
|
2021
Q2 | $15.5M | Sell |
53,925
-22,393
| -29% | -$6.41M | 0.01% | 927 |
|
|
2021
Q1 | $19.9M | Sell |
76,318
-8,607
| -10% | -$2.12M | 0.01% | 839 |
|
|
2020
Q4 | $19.2M | Buy |
84,925
+8,108
| +11% | +$1.86M | 0.01% | 821 |
|
|
2020
Q3 | $17.9M | Buy |
76,817
+1,070
| +1% | +$241K | 0.01% | 800 |
|
|
2020
Q2 | $14.9M | Buy |
75,747
+62,159
| +457% | +$10.3M | 0.01% | 801 |
|
|
2020
Q1 | $2.15M | Buy |
13,588
+1,737
| +15% | +$293K | ﹤0.01% | 1084 |
|
|
2019
Q4 | $2.13M | Buy |
11,851
+2,272
| +24% | +$400K | ﹤0.01% | 1160 |
|
|
2019
Q3 | $1.62M | Sell |
9,579
-191
| -2% | -$31K | ﹤0.01% | 1203 |
|
|
2019
Q2 | $1.6M | Buy |
9,770
+2,523
| +35% | +$396K | ﹤0.01% | 1204 |
|
|
2019
Q1 | $1.04M | Buy |
7,247
+3,272
| +82% | +$469K | ﹤0.01% | 1230 |
|
|
2018
Q4 | $553K | Buy |
3,975
+908
| +30% | +$138K | ﹤0.01% | 1301 |
|
|
2018
Q3 | $546K | Buy |
3,067
+1,249
| +69% | +$221K | ﹤0.01% | 1366 |
|
|
2018
Q2 | $324K | Buy |
1,818
+425
| +31% | +$77.3K | ﹤0.01% | 1378 |
|
|
2018
Q1 | $252K | Sell |
1,393
-345
| -20% | -$59.8K | ﹤0.01% | 1442 |
|
|
2017
Q4 | $296K | Buy |
+1,738
| New | +$287K | ﹤0.01% | 1432 |
|
Other funds holding WSO
Franklin Resources's WSO Position: Q2 2026 in Review
Franklin Resources reduced its Watsco Inc (WSO) stake by 12% in Q2 2026, selling an estimated $1.39M and leaving 25,480 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1250.
Franklin Resources first reported a position in WSO in Q4 2017 and has held it in 35 quarters since. The position peaked at $27M in Q1 2025. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.
- Franklin Resources held 25,480 shares of Watsco Inc worth $10.6M as of Q2 2026.
- Franklin Resources sold 3,456 Watsco Inc shares in Q2 2026, an estimated $1.39M.
- Watsco Inc made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1250 holding.
- Franklin Resources first reported a position in Watsco Inc in Q4 2017 and has held it in 35 quarters since.
- Franklin Resources's Watsco Inc position peaked at $27M in Q1 2025.
- 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.
Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.