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Israel Englander’s Watsco Inc WSO Stock Holding History

Israel Englander’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
2024
Q2 		– Sell
-4,100
Closed -$1.77M – 6619
2024
Q1 		$1.77M Buy
+4,100
New +$1.65M ﹤0.01% 3848

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

Israel Englander's WSO Position: Q2 2026 in Review

Israel Englander reduced its Watsco Inc (WSO) stake by 82% in Q2 2026, selling an estimated $15.4M and leaving 8,512 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Israel Englander first reported a position in WSO in Q2 2013 and has held it in 46 quarters since. The position peaked at $63.1M in Q4 2017. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Israel Englander held 8,512 shares of Watsco Inc worth $3.55M as of Q2 2026.
  • Israel Englander sold 38,257 Watsco Inc shares in Q2 2026, an estimated $15.4M.
  • Watsco Inc made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #3321 holding.
  • Israel Englander first reported a position in Watsco Inc in Q2 2013 and has held it in 46 quarters since.
  • Israel Englander's Watsco Inc position peaked at $63.1M in Q4 2017.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.