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Havemeyer Place’s Watsco Inc WSO Stock Holding History

Havemeyer Place’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 		$513K Sell
1,232
-4,416
-78% -$1.78M 0.05% 390
2026
Q1 		$2.05M Buy
5,648
+3,214
+132% +$1.25M 0.24% 147
2025
Q4 		$820K Buy
+2,434
New +$869K 0.16% 233

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

Havemeyer Place's WSO Position: Q2 2026 in Review

Havemeyer Place reduced its Watsco Inc (WSO) stake by 78% in Q2 2026, selling an estimated $1.78M and leaving 1,232 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #390.

Havemeyer Place first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q1 2026. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Havemeyer Place held 1,232 shares of Watsco Inc worth $513K as of Q2 2026.
  • Havemeyer Place sold 4,416 Watsco Inc shares in Q2 2026, an estimated $1.78M.
  • Watsco Inc made up 0.05% of Havemeyer Place's portfolio in Q2 2026, its #390 holding.
  • Havemeyer Place first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's Watsco Inc position peaked at $2.05M in Q1 2026.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.