Koshinski Asset Management
WSO icon

Koshinski Asset Management’s Watsco Inc WSO Stock Holding History

Koshinski Asset Management’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 		$608K Sell
1,459
-64
-4% -$25.7K 0.03% 409
2026
Q1 		$554K Buy
1,523
+430
+39% +$167K 0.03% 407
2025
Q4 		$368K Sell
1,093
-2
-0.2% -$714 0.02% 509
2025
Q3 		$443K Buy
1,095
+105
+11% +$44.9K 0.03% 456
2025
Q2 		$437K Buy
990
+534
+117% +$248K 0.03% 433
2025
Q1 		$232K Buy
456
+33
+8% +$16.3K 0.02% 561
2024
Q4 		$200M Buy
423
+12
+3% +$6.08K 0.02% 604
2024
Q3 		$202K Buy
+411
New +$198K 0.02% 604
2024
Q2 		– Sell
-533
Closed -$230K – 647
2024
Q1 		$230K Buy
+533
New +$214K 0.02% 506
2022
Q2 		– Sell
-3
Closed -$914 – 1971
2022
Q1 		$914 Hold
3
– – ﹤0.01% 2071
2021
Q4 		$939 Hold
3
– – ﹤0.01% 2081
2021
Q3 		$794 Buy
+3
New +$841 ﹤0.01% 2109

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

Koshinski Asset Management's WSO Position: Q2 2026 in Review

Koshinski Asset Management reduced its Watsco Inc (WSO) stake by 4.2% in Q2 2026, selling an estimated $25.7K and leaving 1,459 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #409.

Koshinski Asset Management first reported a position in WSO in Q3 2021 and has held it in 12 quarters since. The position peaked at $200M in Q4 2024. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Koshinski Asset Management held 1,459 shares of Watsco Inc worth $608K as of Q2 2026.
  • Koshinski Asset Management sold 64 Watsco Inc shares in Q2 2026, an estimated $25.7K.
  • Watsco Inc made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #409 holding.
  • Koshinski Asset Management first reported a position in Watsco Inc in Q3 2021 and has held it in 12 quarters since.
  • Koshinski Asset Management's Watsco Inc position peaked at $200M in Q4 2024.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.