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North Star Investment Management’s Watsco Inc WSO Stock Holding History

North Star 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 		$19.6K Hold
47
– – ﹤0.01% 928
2026
Q1 		$17.1K Hold
47
– – ﹤0.01% 919
2025
Q4 		$15.8K Hold
47
– – ﹤0.01% 874
2025
Q3 		$19K Hold
47
– – ﹤0.01% 816
2025
Q2 		$20.8K Hold
47
– – ﹤0.01% 784
2025
Q1 		$23.9K Hold
47
– – ﹤0.01% 734
2024
Q4 		$22.3K Buy
+47
New +$23.8K ﹤0.01% 741

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 $3.38T AUM 44.17% 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

North Star Investment Management's WSO Position: Q2 2026 in Review

North Star Investment Management held its Watsco Inc (WSO) position steady in Q2 2026 at 47 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

North Star Investment Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.9K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • North Star Investment Management held 47 shares of Watsco Inc worth $19.6K as of Q2 2026.
  • North Star Investment Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #928 holding.
  • North Star Investment Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • North Star Investment Management's Watsco Inc position peaked at $23.9K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.