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MGO One Seven’s Watsco Inc WSO Stock Holding History

MGO One Seven’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 		$929K Sell
2,229
-180
-7% -$72.4K 0.02% 749
2026
Q1 		$877K Buy
2,409
+152
+7% +$58.9K 0.02% 707
2025
Q4 		$761K Sell
2,257
-244
-10% -$87.1K 0.02% 716
2025
Q3 		$1.01M Buy
2,501
+888
+55% +$380K 0.02% 580
2025
Q2 		$712K Buy
+1,613
New +$748K 0.02% 592

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

MGO One Seven's WSO Position: Q2 2026 in Review

MGO One Seven reduced its Watsco Inc (WSO) stake by 7.5% in Q2 2026, selling an estimated $72.4K and leaving 2,229 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #749.

MGO One Seven first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • MGO One Seven held 2,229 shares of Watsco Inc worth $929K as of Q2 2026.
  • MGO One Seven sold 180 Watsco Inc shares in Q2 2026, an estimated $72.4K.
  • Watsco Inc made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #749 holding.
  • MGO One Seven first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • MGO One Seven's Watsco Inc position peaked at $1.01M in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.