Ray Dalio’s Watsco Inc WSO Stock Holding History

Ray Dalio’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	$20M	Buy	+47,897	New	+$19.3M	0.08%	206
2024 Q1	–	Sell	-5,411	Closed	-$2.32M	–	808
2023 Q4	$2.32M	Buy	5,411 +3,836	+244%	+$1.49M	0.01%	494
2023 Q3	$595K	Buy	+1,575	New	+$569K	﹤0.01%	672
2021 Q1	–	Sell	-4,398	Closed	-$996K	–	620
2020 Q4	$996K	Sell	4,398 -903	-17%	-$208K	0.01%	384
2020 Q3	$1.24M	Buy	5,301 +3,998	+307%	+$901K	0.01%	317
2020 Q2	$232K	Buy	+1,303	New	+$216K	﹤0.01%	361

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 $3.38T AUM 44.17% 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

Ray Dalio's WSO Position: Q2 2026 in Review

Ray Dalio opened a new position in Watsco Inc (WSO) in Q2 2026: 47,897 shares worth $20M. The stake represents 0.08% of the portfolio and ranks #206 among its holdings. This is a return to the name: Ray Dalio previously reported a position in WSO as recently as Q4 2023.

Ray Dalio first reported a position in WSO in Q2 2020 and has held it in 6 quarters since. 787 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Ray Dalio held 47,897 shares of Watsco Inc worth $20M as of Q2 2026.
Watsco Inc was a new Ray Dalio position in Q2 2026.
Watsco Inc made up 0.08% of Ray Dalio's portfolio in Q2 2026, its #206 holding.
Ray Dalio first reported a position in Watsco Inc in Q2 2020 and has held it in 6 quarters since.
787 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.