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Guardian Partners’s Watsco Inc WSO Stock Holding History

Guardian 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 		$273K Sell
654
-54
-8% -$21.7K 0.02% 185
2026
Q1 		$258K Buy
708
+22
+3% +$8.52K 0.02% 175
2025
Q4 		$281K Buy
+686
New +$245K 0.02% 186

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

Guardian Partners's WSO Position: Q2 2026 in Review

Guardian Partners reduced its Watsco Inc (WSO) stake by 7.6% in Q2 2026, selling an estimated $21.7K and leaving 654 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #185.

Guardian Partners first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Guardian Partners held 654 shares of Watsco Inc worth $273K as of Q2 2026.
  • Guardian Partners sold 54 Watsco Inc shares in Q2 2026, an estimated $21.7K.
  • Watsco Inc made up 0.02% of Guardian Partners's portfolio in Q2 2026, its #185 holding.
  • Guardian Partners first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • Guardian Partners's Watsco Inc position peaked at $281K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.