LI
WSO icon

LRI Investments’s Watsco Inc WSO Stock Holding History

LRI Investments’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 		$833 Buy
+2
New +$804 ﹤0.01% 1416
2026
Q1 		– Sell
-231
Closed -$77.8K – 1504
2025
Q4 		$77.8K Buy
231
+15
+7% +$5.36K 0.01% 466
2025
Q3 		$87.3K Sell
216
-74
-26% -$31.6K 0.01% 447
2025
Q2 		$128K Hold
290
– – 0.01% 378
2025
Q1 		$148K Sell
290
-182
-39% -$89.7K 0.01% 322
2024
Q4 		$224K Hold
472
– – 0.02% 247
2024
Q3 		$248K Sell
472
-35
-7% -$16.8K 0.02% 229
2024
Q2 		$235K Buy
507
+491
+3,069% +$224K 0.03% 220
2024
Q1 		$6.91K Buy
+16
New +$6.43K ﹤0.01% 568

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

LRI Investments's WSO Position: Q2 2026 in Review

LRI Investments opened a new position in Watsco Inc (WSO) in Q2 2026: 2 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: LRI Investments previously reported a position in WSO as recently as Q4 2025.

LRI Investments first reported a position in WSO in Q1 2024 and has held it in 9 quarters since. The position peaked at $248K in Q3 2024. 785 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • LRI Investments held 2 shares of Watsco Inc worth $833 as of Q2 2026.
  • Watsco Inc was a new LRI Investments position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1416 holding.
  • LRI Investments first reported a position in Watsco Inc in Q1 2024 and has held it in 9 quarters since.
  • LRI Investments's Watsco Inc position peaked at $248K in Q3 2024.
  • 785 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.