MCM
WSO icon

Manchester Capital Management’s Watsco Inc WSO Stock Holding History

Manchester 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 		$31.7K Buy
76
+7
+10% +$2.81K ﹤0.01% 596
2026
Q1 		$25.1K Buy
+69
New +$26.7K ﹤0.01% 630
2025
Q4 		– Sell
-45
Closed -$18.2K – 1510
2025
Q3 		$18.2K Buy
45
+9
+25% +$3.85K ﹤0.01% 758
2025
Q2 		$15.9K Buy
36
+2
+6% +$928 ﹤0.01% 765
2025
Q1 		$17.3K Sell
34
-9
-21% -$4.44K ﹤0.01% 739
2024
Q4 		$20.4K Buy
43
+11
+34% +$5.57K ﹤0.01% 699
2024
Q3 		$15.7K Sell
32
-2
-6% -$961 ﹤0.01% 724
2024
Q2 		$15.8K Buy
+34
New +$15.5K ﹤0.01% 693
2023
Q2 		– Sell
-18
Closed -$5.73K – 1171
2023
Q1 		$5.73K Hold
18
– – ﹤0.01% 608
2022
Q4 		$4.49K Buy
+18
New +$4.73K ﹤0.01% 540
2018
Q2 		– Sell
-59
Closed -$11K – 587
2018
Q1 		$11K Buy
+59
New +$10.2K ﹤0.01% 460

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

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

Manchester Capital Management increased its Watsco Inc (WSO) stake by 10% in Q2 2026, buying an estimated $2.81K and bringing the position to 76 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Manchester Capital Management first reported a position in WSO in Q1 2018 and has held it in 11 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Manchester Capital Management held 76 shares of Watsco Inc worth $31.7K as of Q2 2026.
  • Manchester Capital Management bought 7 Watsco Inc shares in Q2 2026, an estimated $2.81K.
  • Watsco Inc made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #596 holding.
  • Manchester Capital Management first reported a position in Watsco Inc in Q1 2018 and has held it in 11 quarters since.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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