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Hilton Head Capital Partners’s Watsco Inc WSO Stock Holding History

Hilton Head Capital 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 		$3.75K Hold
9
– – ﹤0.01% 707
2026
Q1 		$3.27K Hold
9
– – ﹤0.01% 736
2025
Q4 		$3.03K Buy
+9
New +$3.21K ﹤0.01% 707

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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

Hilton Head Capital Partners's WSO Position: Q2 2026 in Review

Hilton Head Capital Partners held its Watsco Inc (WSO) position steady in Q2 2026 at 9 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Hilton Head Capital Partners first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Hilton Head Capital Partners held 9 shares of Watsco Inc worth $3.75K as of Q2 2026.
  • Hilton Head Capital Partners left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #707 holding.
  • Hilton Head Capital Partners first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.