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Knollwood Investment Advisory’s Watsco Inc WSO Stock Holding History

Knollwood Investment Advisory’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 		$718K Sell
1,722
-801
-32% -$322K 0.06% 184
2026
Q1 		$918K Hold
2,523
– – 0.09% 174
2025
Q4 		$850K Hold
2,523
– – 0.08% 187
2025
Q3 		$1.02M Hold
2,523
– – 0.09% 185
2025
Q2 		$1.11M Hold
2,523
– – 0.11% 176
2025
Q1 		$1.28M Hold
2,523
– – 0.14% 158
2024
Q4 		$1.2M Hold
2,523
– – 0.13% 167
2024
Q3 		$1.24M Sell
2,523
-74
-3% -$35.6K 0.13% 170
2024
Q2 		$1.2M Buy
2,597
+1,967
+312% +$899K 0.13% 165
2024
Q1 		$272K Hold
630
– – 0.05% 186
2023
Q4 		$270K Buy
+630
New +$244K 0.06% 181

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's WSO Position: Q2 2026 in Review

Knollwood Investment Advisory reduced its Watsco Inc (WSO) stake by 32% in Q2 2026, selling an estimated $322K and leaving 1,722 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #184.

Knollwood Investment Advisory first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Knollwood Investment Advisory held 1,722 shares of Watsco Inc worth $718K as of Q2 2026.
  • Knollwood Investment Advisory sold 801 Watsco Inc shares in Q2 2026, an estimated $322K.
  • Watsco Inc made up 0.06% of Knollwood Investment Advisory's portfolio in Q2 2026, its #184 holding.
  • Knollwood Investment Advisory first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Knollwood Investment Advisory's Watsco Inc position peaked at $1.28M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.