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OP Asset Management’s Watsco Inc WSO Stock Holding History

OP Asset 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 		$1.71M Buy
4,093
+298
+8% +$120K 0.02% 512
2026
Q1 		$1.38M Sell
3,795
-488
-11% -$189K 0.01% 559
2025
Q4 		$1.44M Buy
4,283
+344
+9% +$123K 0.02% 520
2025
Q3 		$1.59M Hold
3,939
– – 0.02% 495
2025
Q2 		$1.74M Buy
3,939
+49
+1% +$22.7K 0.03% 470
2025
Q1 		$1.98M Buy
+3,890
New +$1.92M 0.03% 414

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

OP Asset Management's WSO Position: Q2 2026 in Review

OP Asset Management increased its Watsco Inc (WSO) stake by 7.9% in Q2 2026, buying an estimated $120K and bringing the position to 4,093 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #512.

OP Asset Management first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • OP Asset Management held 4,093 shares of Watsco Inc worth $1.71M as of Q2 2026.
  • OP Asset Management bought 298 Watsco Inc shares in Q2 2026, an estimated $120K.
  • Watsco Inc made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #512 holding.
  • OP Asset Management first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Watsco Inc position peaked at $1.98M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.