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Harrell Investment Partners’s Watsco Inc WSO Stock Holding History

Harrell Investment 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 		$768K Buy
1,842
+173
+10% +$69.5K 0.17% 94
2026
Q1 		$607K Buy
+1,669
New +$647K 0.14% 102

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Harrell Investment Partners's WSO Position: Q2 2026 in Review

Harrell Investment Partners increased its Watsco Inc (WSO) stake by 10% in Q2 2026, buying an estimated $69.5K and bringing the position to 1,842 shares worth $768K. The position accounts for 0.17% of the portfolio, ranked #94.

Harrell Investment Partners first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Harrell Investment Partners held 1,842 shares of Watsco Inc worth $768K as of Q2 2026.
  • Harrell Investment Partners bought 173 Watsco Inc shares in Q2 2026, an estimated $69.5K.
  • Watsco Inc made up 0.17% of Harrell Investment Partners's portfolio in Q2 2026, its #94 holding.
  • Harrell Investment Partners first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.