Hunter Associates Investment Management’s Watsco Inc WSO Stock Holding History

Hunter Associates Investment Management’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	$1.99M	Buy	4,756 +486	+11%	+$195K	0.23%	97
2026 Q1	$1.55M	Sell	4,270 -195	-4%	-$75.6K	0.21%	109
2025 Q4	$1.51M	Sell	4,465 -80	-2%	-$28.6K	0.2%	107
2025 Q3	$1.83M	Sell	4,545 -45	-1%	-$19.2K	0.25%	92
2025 Q2	$2.02M	Sell	4,590 -1,650	-26%	-$765K	0.3%	84
2025 Q1	$3.17M	Sell	6,240 -165	-3%	-$81.3K	0.49%	48
2024 Q4	$3.03M	Sell	6,405 -150	-2%	-$76K	0.46%	51
2024 Q3	$3.22M	Buy	6,555 +115	+2%	+$55.3K	0.5%	42
2024 Q2	$2.98M	Sell	6,440 -650	-9%	-$297K	0.5%	43
2024 Q1	$3.06M	Buy	7,090 +365	+5%	+$147K	0.51%	47
2023 Q4	$2.88M	Sell	6,725 -168	-2%	-$65.1K	0.53%	47
2023 Q3	$2.61M	Buy	6,893 +108	+2%	+$39K	0.53%	45
2023 Q2	$2.58M	Sell	6,785 -1,125	-14%	-$381K	0.5%	50
2023 Q1	$2.53M	Sell	7,910 -1,000	-11%	-$294K	0.54%	51
2022 Q4	$2.22M	Sell	8,910 -900	-9%	-$237K	0.53%	52
2022 Q3	$2.53M	Sell	9,810 -140	-1%	-$37.9K	0.66%	44
2022 Q2	$2.38M	Buy	9,950 +6,950	+232%	+$1.83M	0.59%	47
2022 Q1	$914K	Hold	3,000	–	–	0.29%	66
2021 Q4	$939K	Hold	3,000	–	–	0.27%	67
2021 Q3	$794K	Sell	3,000 -800	-21%	-$224K	0.26%	70
2021 Q2	$1.09M	Sell	3,800 -7,485	-66%	-$2.14M	0.34%	55
2021 Q1	$2.94M	Sell	11,285 -645	-5%	-$159K	0.68%	40
2020 Q4	$2.7M	Sell	11,930 -1,210	-9%	-$278K	0.66%	40
2020 Q3	$3.06M	Sell	13,140 -1,090	-8%	-$246K	0.85%	31
2020 Q2	$2.53M	Buy	14,230 +2,944	+26%	+$487K	0.75%	35
2020 Q1	$1.78M	Buy	11,286 +75	+0.7%	+$12.7K	0.69%	34
2019 Q4	$2.02M	Buy	11,211 +900	+9%	+$158K	0.63%	38
2019 Q3	$1.74M	Buy	10,311 +206	+2%	+$33.4K	0.6%	45
2019 Q2	$1.65M	Buy	10,105 +5,320	+111%	+$836K	0.57%	48
2019 Q1	$685K	Buy	+4,785	New	+$687K	0.24%	84

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Hunter Associates Investment Management's WSO Position: Q2 2026 in Review

Hunter Associates Investment Management increased its Watsco Inc (WSO) stake by 11% in Q2 2026, buying an estimated $195K and bringing the position to 4,756 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #97.

Hunter Associates Investment Management first reported a position in WSO in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.22M in Q3 2024. 785 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Hunter Associates Investment Management held 4,756 shares of Watsco Inc worth $1.99M as of Q2 2026.
Hunter Associates Investment Management bought 486 Watsco Inc shares in Q2 2026, an estimated $195K.
Watsco Inc made up 0.23% of Hunter Associates Investment Management's portfolio in Q2 2026, its #97 holding.
Hunter Associates Investment Management first reported a position in Watsco Inc in Q1 2019 and has held it in 30 quarters since.
Hunter Associates Investment Management's Watsco Inc position peaked at $3.22M in Q3 2024.
785 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.