IVP
WSO icon

Intrinsic Value Partners’s Watsco Inc WSO Stock Holding History

Intrinsic Value 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 		$912K Buy
2,189
+400
+22% +$161K 0.62% 36
2026
Q1 		$651K Buy
1,789
+50
+3% +$19.4K 0.5% 42
2025
Q4 		$586K Buy
+1,739
New +$621K 0.44% 47

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Intrinsic Value Partners's WSO Position: Q2 2026 in Review

Intrinsic Value Partners increased its Watsco Inc (WSO) stake by 22% in Q2 2026, buying an estimated $161K and bringing the position to 2,189 shares worth $912K. The position accounts for 0.62% of the portfolio, ranked #36.

Intrinsic Value Partners first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Intrinsic Value Partners held 2,189 shares of Watsco Inc worth $912K as of Q2 2026.
  • Intrinsic Value Partners bought 400 Watsco Inc shares in Q2 2026, an estimated $161K.
  • Watsco Inc made up 0.62% of Intrinsic Value Partners's portfolio in Q2 2026, its #36 holding.
  • Intrinsic Value Partners first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.