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Ironvine Capital Partners’s Watsco Inc WSO Stock Holding History

Ironvine 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 		$9.29M Buy
22,295
+3,348
+18% +$1.35M 0.87% 34
2026
Q1 		$6.89M Buy
18,947
+9,301
+96% +$3.6M 0.76% 30
2025
Q4 		$3.25M Sell
9,646
-163
-2% -$58.2K 0.33% 35
2025
Q3 		$3.97M Buy
9,809
+1,427
+17% +$610K 0.39% 34
2025
Q2 		$3.7M Buy
+8,382
New +$3.89M 0.38% 33

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

Ironvine Capital Partners's WSO Position: Q2 2026 in Review

Ironvine Capital Partners increased its Watsco Inc (WSO) stake by 18% in Q2 2026, buying an estimated $1.35M and bringing the position to 22,295 shares worth $9.29M. The position accounts for 0.87% of the portfolio, ranked #34.

Ironvine Capital Partners first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Ironvine Capital Partners held 22,295 shares of Watsco Inc worth $9.29M as of Q2 2026.
  • Ironvine Capital Partners bought 3,348 Watsco Inc shares in Q2 2026, an estimated $1.35M.
  • Watsco Inc made up 0.87% of Ironvine Capital Partners's portfolio in Q2 2026, its #34 holding.
  • Ironvine Capital Partners first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Ironvine Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.