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Golden State Equity Partners’s Watsco Inc WSO Stock Holding History

Golden State Equity 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 		– Sell
-1,435
Closed -$522K – 1758
2026
Q1 		$522K Sell
1,435
-26
-2% -$10.1K 0.04% 443
2025
Q4 		$492K Sell
1,461
-317
-18% -$113K 0.08% 283
2025
Q3 		$719K Buy
1,778
+277
+18% +$118K 0.12% 197
2025
Q2 		$663K Sell
1,501
-29
-2% -$13.5K 0.12% 202
2025
Q1 		$778K Sell
1,530
-52
-3% -$25.6K 0.15% 163
2024
Q4 		$750K Buy
1,582
+141
+10% +$71.4K 0.14% 173
2024
Q3 		$709K Buy
1,441
+364
+34% +$175K 0.37% 49
2024
Q2 		$499K Buy
+1,077
New +$492K 0.1% 215
2023
Q4 		$286K Buy
+668
New +$259K 0.07% 289

Other funds holding WSO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Golden State Equity Partners's WSO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 1,435 shares — an estimated $522K sold.

Golden State Equity Partners first reported a position in WSO in Q4 2023 and held it in 9 quarters. The position peaked at $778K in Q1 2025. 362 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Golden State Equity Partners reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,435 Watsco Inc shares in Q2 2026, an estimated $522K.
  • Golden State Equity Partners first reported a position in Watsco Inc in Q4 2023 and held it in 9 quarters.
  • Golden State Equity Partners's Watsco Inc position peaked at $778K in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.