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Numerai’s Watsco Inc WSO Stock Holding History

Numerai’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 		$2.81M Sell
6,732
-464
-6% -$187K 0.23% 130
2026
Q1 		$2.62M Sell
7,196
-10,812
-60% -$4.19M 0.26% 102
2025
Q4 		$6.07M Buy
18,008
+15,539
+629% +$5.55M 0.73% 20
2025
Q3 		$998K Buy
+2,469
New +$1.06M 0.14% 208
2024
Q2 		– Sell
-701
Closed -$303K – 440
2024
Q1 		$303K Buy
+701
New +$282K 0.13% 184

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

Numerai's WSO Position: Q2 2026 in Review

Numerai reduced its Watsco Inc (WSO) stake by 6.4% in Q2 2026, selling an estimated $187K and leaving 6,732 shares worth $2.81M. The position accounts for 0.23% of the portfolio, ranked #130.

Numerai first reported a position in WSO in Q1 2024 and has held it in 5 quarters since. The position peaked at $6.07M in Q4 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Numerai held 6,732 shares of Watsco Inc worth $2.81M as of Q2 2026.
  • Numerai sold 464 Watsco Inc shares in Q2 2026, an estimated $187K.
  • Watsco Inc made up 0.23% of Numerai's portfolio in Q2 2026, its #130 holding.
  • Numerai first reported a position in Watsco Inc in Q1 2024 and has held it in 5 quarters since.
  • Numerai's Watsco Inc position peaked at $6.07M in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.