MV Capital Management’s Watsco Inc WSO Stock Holding History

MV 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	$3.75K	Buy	9 +5	+125%	+$2.01K	﹤0.01%	696
2026 Q1	$1.46K	Hold	4	–	–	﹤0.01%	798
2025 Q4	$1.35K	Buy	4 +1	+33%	+$357	﹤0.01%	771
2025 Q3	$1.21K	Buy	3 +2	+200%	+$855	﹤0.01%	769
2025 Q2	$442	Buy	+1	New	+$464	﹤0.01%	865
2019 Q4	–	Sell	-13	Closed	-$2K	–	406
2019 Q3	$2K	Buy	+13	New	+$2.11K	﹤0.01%	356

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

MV Capital Management increased its Watsco Inc (WSO) stake by 125% in Q2 2026, buying an estimated $2.01K and bringing the position to 9 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

MV Capital Management first reported a position in WSO in Q3 2019 and has held it in 6 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

MV Capital Management held 9 shares of Watsco Inc worth $3.75K as of Q2 2026.
MV Capital Management bought 5 Watsco Inc shares in Q2 2026, an estimated $2.01K.
Watsco Inc made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #696 holding.
MV Capital Management first reported a position in Watsco Inc in Q3 2019 and has held it in 6 quarters since.
784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.