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Fulcrum Capital’s Watsco Inc WSO Stock Holding History

Fulcrum Capital’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 		$210K Sell
504
-187
-27% -$75.2K 0.04% 100
2026
Q1 		$251K Hold
691
– – 0.05% 91
2025
Q4 		$233K Sell
691
-75
-10% -$26.8K 0.05% 96
2025
Q3 		$310K Buy
766
+95
+14% +$40.6K 0.06% 82
2025
Q2 		$296K Hold
671
– – 0.06% 85
2025
Q1 		$341K Hold
671
– – 0.08% 83
2024
Q4 		$318K Buy
671
+52
+8% +$26.3K 0.07% 92
2024
Q3 		$304K Hold
619
– – 0.07% 94
2024
Q2 		$287K Hold
619
– – 0.07% 91
2024
Q1 		$267K Hold
619
– – 0.06% 97
2023
Q4 		$265K Buy
619
+38
+7% +$14.7K 0.07% 97
2023
Q3 		$219K Buy
+581
New +$210K 0.06% 103

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

Fulcrum Capital's WSO Position: Q2 2026 in Review

Fulcrum Capital reduced its Watsco Inc (WSO) stake by 27% in Q2 2026, selling an estimated $75.2K and leaving 504 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #100.

Fulcrum Capital first reported a position in WSO in Q3 2023 and has held it in 12 quarters since. The position peaked at $341K in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Fulcrum Capital held 504 shares of Watsco Inc worth $210K as of Q2 2026.
  • Fulcrum Capital sold 187 Watsco Inc shares in Q2 2026, an estimated $75.2K.
  • Watsco Inc made up 0.04% of Fulcrum Capital's portfolio in Q2 2026, its #100 holding.
  • Fulcrum Capital first reported a position in Watsco Inc in Q3 2023 and has held it in 12 quarters since.
  • Fulcrum Capital's Watsco Inc position peaked at $341K in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.