IECM
WSO icon

Intrinsic Edge Capital Management’s Watsco Inc WSO Stock Holding History

Intrinsic Edge Capital 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
Q1 		$14.6M Buy
+40,000
New +$15.5M 2.65% 4
2021
Q3 		– Sell
-7,793
Closed -$2.23M – 280
2021
Q2 		$2.23M Sell
7,793
-7,693
-50% -$2.2M 0.13% 194
2021
Q1 		$4.04M Hold
15,486
– – 0.28% 131
2020
Q4 		$3.51M Hold
15,486
– – 0.26% 133
2020
Q3 		$3.61M Sell
15,486
-25,939
-63% -$5.84M 0.28% 137
2020
Q2 		$7.36M Buy
+41,425
New +$6.86M 0.71% 48
2018
Q3 		– Sell
-47,527
Closed -$8.47M – 194
2018
Q2 		$8.47M Buy
+47,527
New +$8.65M 1% 36
2017
Q3 		– Sell
-48,804
Closed -$7.53M – 151
2017
Q2 		$7.53M Buy
+48,804
New +$6.97M 2.33% 7

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return