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Global Retirement Partners’s Watsco Inc WSO Stock Holding History

Global Retirement 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 		$153K Buy
+366
New +$147K ﹤0.01% 1760
2025
Q4 		$144K Buy
428
+288
+206% +$103K ﹤0.01% 1677
2025
Q3 		$56.7K Buy
140
+6
+4% +$2.57K ﹤0.01% 1829
2025
Q2 		$59.2K Buy
+134
New +$62.2K ﹤0.01% 1681
2024
Q4 		$100K Buy
212
+88
+71% +$44.6K ﹤0.01% 1264
2024
Q3 		$61K Buy
124
+2
+2% +$961 ﹤0.01% 1470
2024
Q2 		$56.5K Buy
122
+62
+103% +$28.3K ﹤0.01% 1472
2024
Q1 		$25.9K Buy
60
+14
+30% +$5.62K ﹤0.01% 1702
2023
Q4 		$18.5K Buy
46
+11
+31% +$4.26K ﹤0.01% 1794
2023
Q3 		$13.4K Buy
35
+4
+13% +$1.45K ﹤0.01% 1827
2023
Q2 		$11.8K Hold
31
– – ﹤0.01% 1901
2023
Q1 		$10.5K Buy
31
+5
+19% +$1.47K ﹤0.01% 1907
2022
Q4 		$6.48K Sell
26
-32
-55% -$8.41K ﹤0.01% 1935
2022
Q3 		$16K Buy
58
+8
+16% +$2.17K ﹤0.01% 1495
2022
Q2 		$12K Buy
50
+4
+9% +$1.05K ﹤0.01% 1569
2022
Q1 		$11K Buy
+46
New +$13.1K ﹤0.01% 1600
2021
Q1 		– Sell
-6
Closed -$1K – 1915
2020
Q4 		$1K Buy
+6
New +$1.38K ﹤0.01% 1705
2019
Q2 		– Sell
-35
Closed -$5K – 1722
2019
Q1 		$5K Sell
35
-64
-65% -$9.18K ﹤0.01% 1262
2018
Q4 		$14K Hold
99
– – ﹤0.01% 874
2018
Q3 		$18K Buy
99
+64
+183% +$11.3K ﹤0.01% 860
2018
Q2 		$6K Hold
35
– – ﹤0.01% 1172
2018
Q1 		$6K Hold
35
– – ﹤0.01% 1129
2017
Q4 		$6K Hold
35
– – ﹤0.01% 1081
2017
Q3 		$5K Hold
35
– – ﹤0.01% 1020
2017
Q2 		$5K Sell
35
-16
-31% -$2.29K ﹤0.01% 955
2017
Q1 		$7K Hold
51
– – ﹤0.01% 845
2016
Q4 		$8K Buy
+51
New +$7.39K 0.01% 757

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 $3.38T AUM 44.17% 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

Global Retirement Partners's WSO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Watsco Inc (WSO) in Q2 2026: 366 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #1760 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WSO as recently as Q4 2025.

Global Retirement Partners first reported a position in WSO in Q4 2016 and has held it in 27 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Global Retirement Partners held 366 shares of Watsco Inc worth $153K as of Q2 2026.
  • Watsco Inc was a new Global Retirement Partners position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1760 holding.
  • Global Retirement Partners first reported a position in Watsco Inc in Q4 2016 and has held it in 27 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.