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MAI Capital Management’s Watsco Inc WSO Stock Holding History

MAI Capital 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 		$1.03M Buy
2,475
+674
+37% +$271K ﹤0.01% 958
2026
Q1 		$655K Buy
1,801
+13
+0.7% +$5.04K ﹤0.01% 921
2025
Q4 		$602K Sell
1,788
-1,255
-41% -$448K ﹤0.01% 906
2025
Q3 		$1.23M Buy
3,043
+2,454
+417% +$1.05M 0.01% 650
2025
Q2 		$260K Buy
589
+115
+24% +$53.3K ﹤0.01% 1064
2025
Q1 		$241K Sell
474
-3
-0.6% -$1.48K ﹤0.01% 1054
2024
Q4 		$226K Buy
+477
New +$242K ﹤0.01% 1093
2024
Q1 		– Sell
-642
Closed -$275K – 1264
2023
Q4 		$275K Sell
642
-11
-2% -$4.26K ﹤0.01% 905
2023
Q3 		$247K Buy
653
+1
+0.2% +$362 ﹤0.01% 903
2023
Q2 		$249K Hold
652
– – ﹤0.01% 888
2023
Q1 		$207K Buy
+652
New +$192K ﹤0.01% 935
2022
Q3 		– Sell
-1,375
Closed -$328K – 1049
2022
Q2 		$328K Sell
1,375
-55
-4% -$14.5K 0.01% 661
2022
Q1 		$436K Buy
1,430
+763
+114% +$218K 0.01% 601
2021
Q4 		$209K Buy
+667
New +$198K ﹤0.01% 818
2020
Q4 		– Sell
-867
Closed -$202K – 700
2020
Q3 		$202K Buy
+867
New +$195K 0.01% 544
2016
Q1 		– Sell
-2,001
Closed -$234K – 445
2015
Q4 		$234K Hold
2,001
– – 0.02% 355
2015
Q3 		$237K Sell
2,001
-300
-13% -$37.4K 0.02% 373
2015
Q2 		$285K Hold
2,301
– – 0.02% 378
2015
Q1 		$289K Buy
2,301
+1
+0% +$115 0.02% 385
2014
Q4 		$246K Buy
+2,300
New +$228K 0.02% 401
2014
Q3 		– Sell
-2,300
Closed -$236K – 419
2014
Q2 		$236K Hold
2,300
– – 0.02% 342
2014
Q1 		$230K Hold
2,300
– – 0.02% 348
2013
Q4 		$221K Hold
2,300
– – 0.02% 337
2013
Q3 		$217K Buy
+2,300
New +$211K 0.03% 299

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

MAI Capital Management's WSO Position: Q2 2026 in Review

MAI Capital Management increased its Watsco Inc (WSO) stake by 37% in Q2 2026, buying an estimated $271K and bringing the position to 2,475 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #958.

MAI Capital Management first reported a position in WSO in Q3 2013 and has held it in 24 quarters since. The position peaked at $1.23M in Q3 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • MAI Capital Management held 2,475 shares of Watsco Inc worth $1.03M as of Q2 2026.
  • MAI Capital Management bought 674 Watsco Inc shares in Q2 2026, an estimated $271K.
  • Watsco Inc made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #958 holding.
  • MAI Capital Management first reported a position in Watsco Inc in Q3 2013 and has held it in 24 quarters since.
  • MAI Capital Management's Watsco Inc position peaked at $1.23M in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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