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InceptionR’s Watsco Inc WSO Stock Holding History

InceptionR’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 		$442K Sell
1,061
-2,375
-69% -$955K 0.11% 346
2026
Q1 		$1.25M Sell
3,436
-50
-1% -$19.4K 0.3% 93
2025
Q4 		$1.17M Buy
+3,486
New +$1.24M 0.33% 67
2025
Q3 		– Sell
-1,944
Closed -$859K – 967
2025
Q2 		$859K Buy
+1,944
New +$902K 0.2% 185
2023
Q4 		– Sell
-1,244
Closed -$470K – 543
2023
Q3 		$470K Buy
+1,244
New +$450K 0.27% 169
2023
Q1 		– Sell
-2,108
Closed -$526K – 608
2022
Q4 		$526K Buy
+2,108
New +$554K 0.28% 150

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

InceptionR's WSO Position: Q2 2026 in Review

InceptionR reduced its Watsco Inc (WSO) stake by 69% in Q2 2026, selling an estimated $955K and leaving 1,061 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #346.

InceptionR first reported a position in WSO in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • InceptionR held 1,061 shares of Watsco Inc worth $442K as of Q2 2026.
  • InceptionR sold 2,375 Watsco Inc shares in Q2 2026, an estimated $955K.
  • Watsco Inc made up 0.11% of InceptionR's portfolio in Q2 2026, its #346 holding.
  • InceptionR first reported a position in Watsco Inc in Q4 2022 and has held it in 6 quarters since.
  • InceptionR's Watsco Inc position peaked at $1.25M in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.