Regents Gate Capital’s Watsco Inc WSO Stock Holding History

Regents Gate Capital’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	$1.37M	Buy	+3,278	New	+$1.32M	1.82%	18
2026 Q1	–	Sell	-6,430	Closed	-$2.17M	–	51
2025 Q4	$2.17M	Buy	+6,430	New	+$2.3M	0.69%	31
2025 Q2	–	Sell	-1,605	Closed	-$816K	–	61
2025 Q1	$816K	Sell	1,605 -16,282	-91%	-$8.03M	0.35%	35
2024 Q4	$8.48M	Buy	+17,887	New	+$9.06M	3.36%	11

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

Regents Gate Capital's WSO Position: Q2 2026 in Review

Regents Gate Capital opened a new position in Watsco Inc (WSO) in Q2 2026: 3,278 shares worth $1.37M. The stake represents 1.82% of the portfolio and ranks #18 among its holdings. This is a return to the name: Regents Gate Capital previously reported a position in WSO as recently as Q4 2025.

Regents Gate Capital first reported a position in WSO in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.48M in Q4 2024. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Regents Gate Capital held 3,278 shares of Watsco Inc worth $1.37M as of Q2 2026.
Watsco Inc was a new Regents Gate Capital position in Q2 2026.
Watsco Inc made up 1.82% of Regents Gate Capital's portfolio in Q2 2026, its #18 holding.
Regents Gate Capital first reported a position in Watsco Inc in Q4 2024 and has held it in 4 quarters since.
Regents Gate Capital's Watsco Inc position peaked at $8.48M in Q4 2024.
780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Regents Gate Capital's 13F filing for Q2 2026, filed 6 Aug 2026.