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Freemont Management’s Watsco Inc WSO Stock Holding History

Freemont 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 		– Sell
-1,100
Closed -$400K – 131
2026
Q1 		$400K Sell
1,100
-100
-8% -$38.7K 0.06% 133
2025
Q4 		$404K Buy
1,200
+800
+200% +$286K 0.07% 119
2025
Q3 		$162K Sell
400
-3,200
-89% -$1.37M 0.08% 101
2025
Q2 		$1.59M Buy
3,600
+900
+33% +$418K 0.24% 83
2025
Q1 		$1.37M Sell
2,700
-300
-10% -$148K 0.45% 74
2024
Q4 		$1.42M Hold
3,000
– – 0.62% 55
2024
Q3 		$1.48M Buy
+3,000
New +$1.44M 0.72% 48

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

Freemont Management's WSO Position: Q2 2026 in Review

Freemont Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 1,100 shares — an estimated $400K sold.

Freemont Management first reported a position in WSO in Q3 2024 and held it in 7 quarters. The position peaked at $1.59M in Q2 2025. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Freemont Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Freemont Management sold 1,100 Watsco Inc shares in Q2 2026, an estimated $400K.
  • Freemont Management first reported a position in Watsco Inc in Q3 2024 and held it in 7 quarters.
  • Freemont Management's Watsco Inc position peaked at $1.59M in Q2 2025.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Freemont Management's 13F filing for Q2 2026, filed 11 Aug 2026.