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Manitou Investment Management’s Watsco Inc WSO Stock Holding History

Manitou Investment 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 		– Sell
-50
Closed -$18.2K – 52
2026
Q1 		$18.2K Hold
50
– – ﹤0.01% 44
2025
Q4 		$16.8K Hold
50
– – ﹤0.01% 45
2025
Q3 		$20.2K Hold
50
– – ﹤0.01% 44
2025
Q2 		$22.1K Hold
50
– – ﹤0.01% 49
2025
Q1 		$25.4K Buy
+50
New +$24.6K ﹤0.01% 51

Other funds holding WSO

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Manitou Investment Management's WSO Position: Q2 2026 in Review

Manitou Investment Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 50 shares — an estimated $18.2K sold.

Manitou Investment Management first reported a position in WSO in Q1 2025 and held it in 5 quarters. The position peaked at $25.4K in Q1 2025. 429 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Manitou Investment Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Manitou Investment Management sold 50 Watsco Inc shares in Q2 2026, an estimated $18.2K.
  • Manitou Investment Management first reported a position in Watsco Inc in Q1 2025 and held it in 5 quarters.
  • Manitou Investment Management's Watsco Inc position peaked at $25.4K in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Manitou Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.