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Portside Wealth Group’s Watsco Inc WSO Stock Holding History

Portside Wealth 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 		$905K Buy
2,171
+32
+1% +$12.9K 0.11% 208
2026
Q1 		$778K Sell
2,139
-200
-9% -$77.5K 0.11% 194
2025
Q4 		$788K Sell
2,339
-746
-24% -$266K 0.11% 197
2025
Q3 		$1.25M Buy
3,085
+71
+2% +$30.4K 0.17% 131
2025
Q2 		$1.33M Sell
3,014
-30
-1% -$13.9K 0.2% 114
2025
Q1 		$1.55M Buy
3,044
+138
+5% +$68K 0.25% 94
2024
Q4 		$1.38M Buy
2,906
+80
+3% +$40.5K 0.23% 97
2024
Q3 		$1.39M Buy
2,826
+5
+0.2% +$2.4K 0.24% 98
2024
Q2 		$1.31M Sell
2,821
-112
-4% -$51.2K 0.25% 97
2024
Q1 		$1.27M Sell
2,933
-63
-2% -$25.3K 0.23% 101
2023
Q4 		$1.28M Sell
2,996
-346
-10% -$134K 0.24% 103
2023
Q3 		$1.26M Buy
3,342
+63
+2% +$22.8K 0.24% 102
2023
Q2 		$1.25M Buy
+3,279
New +$1.11M 0.23% 103

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

Portside Wealth Group's WSO Position: Q2 2026 in Review

Portside Wealth Group increased its Watsco Inc (WSO) stake by 1.5% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,171 shares worth $905K. The position accounts for 0.11% of the portfolio, ranked #208.

Portside Wealth Group first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Portside Wealth Group held 2,171 shares of Watsco Inc worth $905K as of Q2 2026.
  • Portside Wealth Group bought 32 Watsco Inc shares in Q2 2026, an estimated $12.9K.
  • Watsco Inc made up 0.11% of Portside Wealth Group's portfolio in Q2 2026, its #208 holding.
  • Portside Wealth Group first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Watsco Inc position peaked at $1.55M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.