FGP
WSO icon

Freestone Grove Partners’s Watsco Inc WSO Stock Holding History

Freestone Grove Partners’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 		$915K Sell
2,195
-21,164
-91% -$8.51M 0.01% 554
2026
Q1 		$8.5M Buy
+23,359
New +$9.05M 0.06% 294
2025
Q4 		– Sell
-2,493
Closed -$1.01M – 976
2025
Q3 		$1.01M Sell
2,493
-4,435
-64% -$1.9M 0.01% 437
2025
Q2 		$3.06M Buy
+6,928
New +$3.21M 0.02% 351

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

Freestone Grove Partners's WSO Position: Q2 2026 in Review

Freestone Grove Partners reduced its Watsco Inc (WSO) stake by 91% in Q2 2026, selling an estimated $8.51M and leaving 2,195 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #554.

Freestone Grove Partners first reported a position in WSO in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.5M in Q1 2026. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Freestone Grove Partners held 2,195 shares of Watsco Inc worth $915K as of Q2 2026.
  • Freestone Grove Partners sold 21,164 Watsco Inc shares in Q2 2026, an estimated $8.51M.
  • Watsco Inc made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #554 holding.
  • Freestone Grove Partners first reported a position in Watsco Inc in Q2 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Watsco Inc position peaked at $8.5M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.