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Patrick Mauro Investment Advisor’s Watsco Inc WSO Stock Holding History

Patrick Mauro Investment Advisor’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 		$13.9M Sell
33,278
-1,892
-5% -$761K 6.97% 2
2026
Q1 		$12.8M Buy
35,170
+1,037
+3% +$402K 6.43% 3
2025
Q4 		$11.5M Buy
34,133
+3,788
+12% +$1.35M 6.01% 4
2025
Q3 		$12.3M Buy
30,345
+3,341
+12% +$1.43M 6.44% 3
2025
Q2 		$11.4M Buy
27,004
+1,947
+8% +$903K 6.45% 3
2025
Q1 		$12.7M Sell
25,057
-437
-2% -$215K 6.96% 2
2024
Q4 		$12.1M Sell
25,494
-963
-4% -$488K 6.9% 2
2024
Q3 		$13M Sell
26,457
-230
-0.9% -$111K 6.86% 1
2024
Q2 		$12.4M Sell
26,687
-2,724
-9% -$1.25M 7.18% 1
2024
Q1 		$12.7M Sell
29,411
-348
-1% -$140K 7.22% 1
2023
Q4 		$12.8M Sell
29,759
-2,443
-8% -$947K 7.59% 1
2023
Q3 		$12.2M Sell
32,202
-851
-3% -$308K 7.88% 1
2023
Q2 		$12.6M Sell
33,053
-3,196
-9% -$1.08M 7.77% 1
2023
Q1 		$11.5M Sell
36,249
-2,152
-6% -$632K 7.19% 1
2022
Q4 		$9.58M Buy
38,401
+986
+3% +$259K 6.2% 1
2022
Q3 		$9.63M Buy
+37,415
New +$10.1M 6.95% 1

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

Patrick Mauro Investment Advisor's WSO Position: Q2 2026 in Review

Patrick Mauro Investment Advisor reduced its Watsco Inc (WSO) stake by 5.4% in Q2 2026, selling an estimated $761K and leaving 33,278 shares worth $13.9M. The position accounts for 6.97% of the portfolio, ranked #2.

Patrick Mauro Investment Advisor first reported a position in WSO in Q3 2022 and has held it in 16 quarters since. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Patrick Mauro Investment Advisor held 33,278 shares of Watsco Inc worth $13.9M as of Q2 2026.
  • Patrick Mauro Investment Advisor sold 1,892 Watsco Inc shares in Q2 2026, an estimated $761K.
  • Watsco Inc made up 6.97% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #2 holding.
  • Patrick Mauro Investment Advisor first reported a position in Watsco Inc in Q3 2022 and has held it in 16 quarters since.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.