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Norden Group’s Watsco Inc WSO Stock Holding History

Norden Group’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 		$821K Buy
1,971
+234
+13% +$94.1K 0.07% 249
2026
Q1 		$632K Sell
1,737
-125
-7% -$48.4K 0.06% 283
2025
Q4 		$628K Sell
1,862
-305
-14% -$109K 0.06% 293
2025
Q3 		$877K Sell
2,167
-21
-1% -$8.98K 0.09% 217
2025
Q2 		$966K Sell
2,188
-92
-4% -$42.7K 0.1% 188
2025
Q1 		$1.16M Sell
2,280
-12
-0.5% -$5.92K 0.13% 148
2024
Q4 		$1.09M Sell
2,292
-34
-1% -$17.2K 0.12% 172
2024
Q3 		$1.14M Buy
2,326
+626
+37% +$301K 0.14% 167
2024
Q2 		$788K Sell
1,700
-129
-7% -$59K 0.16% 140
2024
Q1 		$790K Buy
+1,829
New +$735K 0.16% 148
2023
Q4 		– Sell
-1,771
Closed -$669K – 303
2023
Q3 		$669K Buy
+1,771
New +$640K 0.22% 108

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

Norden Group's WSO Position: Q2 2026 in Review

Norden Group increased its Watsco Inc (WSO) stake by 13% in Q2 2026, buying an estimated $94.1K and bringing the position to 1,971 shares worth $821K. The position accounts for 0.07% of the portfolio, ranked #249.

Norden Group first reported a position in WSO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Norden Group held 1,971 shares of Watsco Inc worth $821K as of Q2 2026.
  • Norden Group bought 234 Watsco Inc shares in Q2 2026, an estimated $94.1K.
  • Watsco Inc made up 0.07% of Norden Group's portfolio in Q2 2026, its #249 holding.
  • Norden Group first reported a position in Watsco Inc in Q3 2023 and has held it in 11 quarters since.
  • Norden Group's Watsco Inc position peaked at $1.16M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.