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Harvey Investment Company’s Watsco Inc WSO Stock Holding History

Harvey Investment Company’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 		$786K Buy
1,885
+100
+6% +$40.2K 0.09% 72
2026
Q1 		$649K Sell
1,785
-205
-10% -$79.4K 0.07% 75
2025
Q4 		$671K Sell
1,990
-975
-33% -$348K 0.07% 72
2025
Q3 		$1.2M Buy
2,965
+220
+8% +$94.1K 0.13% 64
2025
Q2 		$1.21M Buy
2,745
+30
+1% +$13.9K 0.13% 66
2025
Q1 		$1.38M Hold
2,715
– – 0.15% 62
2024
Q4 		$1.29M Buy
2,715
+30
+1% +$15.2K 0.15% 64
2024
Q3 		$1.32M Hold
2,685
– – 0.15% 65
2024
Q2 		$1.24M Sell
2,685
-30
-1% -$13.7K 0.15% 63
2024
Q1 		$1.17M Buy
+2,715
New +$1.09M 0.13% 64

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Harvey Investment Company's WSO Position: Q2 2026 in Review

Harvey Investment Company increased its Watsco Inc (WSO) stake by 5.6% in Q2 2026, buying an estimated $40.2K and bringing the position to 1,885 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #72.

Harvey Investment Company first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2025. 188 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Harvey Investment Company held 1,885 shares of Watsco Inc worth $786K as of Q2 2026.
  • Harvey Investment Company bought 100 Watsco Inc shares in Q2 2026, an estimated $40.2K.
  • Watsco Inc made up 0.09% of Harvey Investment Company's portfolio in Q2 2026, its #72 holding.
  • Harvey Investment Company first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
  • Harvey Investment Company's Watsco Inc position peaked at $1.38M in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.