Patten Group’s Watsco Inc WSO Stock Holding History

Patten Group’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	–	Sell	-1,134	Closed	-$413K	–	339
2026 Q1	$413K	Buy	+1,134	New	+$439K	0.07%	222
2025 Q4	–	Sell	-495	Closed	-$200K	–	321
2025 Q3	$200K	Buy	+495	New	+$212K	0.04%	283

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

Patten Group's WSO Position: Q2 2026 in Review

Patten Group sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 1,134 shares — an estimated $413K sold.

Patten Group first reported a position in WSO in Q3 2025 and held it in 2 quarters. The position peaked at $413K in Q1 2026. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Patten Group reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
Patten Group sold 1,134 Watsco Inc shares in Q2 2026, an estimated $413K.
Patten Group first reported a position in Watsco Inc in Q3 2025 and held it in 2 quarters.
Patten Group's Watsco Inc position peaked at $413K in Q1 2026.
784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.