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John Overdeck’s Watsco Inc WSO Stock Holding History

John Overdeck’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 		$1.21M Buy
2,900
+1,900
+190% +$764K ﹤0.01% 3461
2026
Q1 		$364K Buy
+1,000
New +$387K ﹤0.01% 3944

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

John Overdeck's WSO Position: Q2 2026 in Review

John Overdeck reduced its Watsco Inc (WSO) stake by 68% in Q2 2026, selling an estimated $82.2M and leaving 95,682 shares worth $39.9M. The position accounts for 0.03% of the portfolio, ranked #659.

John Overdeck first reported a position in WSO in Q3 2013 and has held it in 30 quarters since. The position peaked at $136M in Q4 2025. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • John Overdeck held 95,682 shares of Watsco Inc worth $39.9M as of Q2 2026.
  • John Overdeck sold 204,414 Watsco Inc shares in Q2 2026, an estimated $82.2M.
  • Watsco Inc made up 0.03% of John Overdeck's portfolio in Q2 2026, its #659 holding.
  • John Overdeck first reported a position in Watsco Inc in Q3 2013 and has held it in 30 quarters since.
  • John Overdeck's Watsco Inc position peaked at $136M in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.