&Partners’s Watsco Inc WSO Stock Holding History

&Partners’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	$5.32M	Sell	12,801 -611	-5%	-$246K	0.02%	575
2026 Q1	$4.89M	Buy	13,412 +1,703	+15%	+$660K	0.02%	530
2025 Q4	$3.95M	Sell	11,709 -1,150	-9%	-$411K	0.02%	577
2025 Q3	$5.19M	Buy	12,859 +1,410	+12%	+$603K	0.03%	407
2025 Q2	$5.05M	Buy	11,449 +1,501	+15%	+$696K	0.04%	366
2025 Q1	$4.98M	Buy	9,948 +532	+6%	+$262K	0.05%	294
2024 Q4	$4.48M	Buy	9,416 +4,637	+97%	+$2.35M	0.05%	297
2024 Q3	$2.35M	Buy	4,779 +2,804	+142%	+$1.35M	0.05%	338
2024 Q2	$915K	Buy	+1,975	New	+$903K	0.04%	377

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

&Partners's WSO Position: Q2 2026 in Review

&Partners reduced its Watsco Inc (WSO) stake by 4.6% in Q2 2026, selling an estimated $246K and leaving 12,801 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #575.

&Partners first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

&Partners held 12,801 shares of Watsco Inc worth $5.32M as of Q2 2026.
&Partners sold 611 Watsco Inc shares in Q2 2026, an estimated $246K.
Watsco Inc made up 0.02% of &Partners's portfolio in Q2 2026, its #575 holding.
&Partners first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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