GI
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GAMMA Investing’s Watsco Inc WSO Stock Holding History

GAMMA Investing’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 		$813K Buy
1,951
+480
+33% +$193K 0.03% 467
2026
Q1 		$535K Buy
1,471
+776
+112% +$301K 0.03% 545
2025
Q4 		$234K Buy
695
+46
+7% +$16.4K 0.01% 924
2025
Q3 		$262K Sell
649
-117
-15% -$50K 0.01% 808
2025
Q2 		$338K Sell
766
-174
-19% -$80.7K 0.02% 624
2025
Q1 		$478K Buy
940
+406
+76% +$200K 0.04% 437
2024
Q4 		$253K Buy
534
+43
+9% +$21.8K 0.02% 602
2024
Q3 		$242K Buy
491
+133
+37% +$63.9K 0.02% 542
2024
Q2 		$166K Buy
358
+100
+39% +$45.7K 0.02% 567
2024
Q1 		$111K Buy
258
+12
+5% +$4.82K 0.02% 610
2023
Q4 		$96.2K Buy
+246
New +$95.3K 0.03% 562

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing's WSO Position: Q2 2026 in Review

GAMMA Investing increased its Watsco Inc (WSO) stake by 33% in Q2 2026, buying an estimated $193K and bringing the position to 1,951 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #467.

GAMMA Investing first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • GAMMA Investing held 1,951 shares of Watsco Inc worth $813K as of Q2 2026.
  • GAMMA Investing bought 480 Watsco Inc shares in Q2 2026, an estimated $193K.
  • Watsco Inc made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #467 holding.
  • GAMMA Investing first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • 143 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.