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Sachetta’s Watsco Inc WSO Stock Holding History

Sachetta’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
-15
Closed -$5.46K – 1226
2026
Q1 		$5.46K Buy
15
+13
+650% +$5.04K ﹤0.01% 630
2025
Q4 		$674 Hold
2
– – ﹤0.01% 954
2025
Q3 		$809 Hold
2
– – ﹤0.01% 983
2025
Q2 		$884 Sell
2
-2
-50% -$928 ﹤0.01% 982
2025
Q1 		$2.03K Hold
4
– – ﹤0.01% 787
2024
Q4 		$1.9K Hold
4
– – ﹤0.01% 841
2024
Q3 		$1.97K Sell
4
-4
-50% -$1.92K ﹤0.01% 880
2024
Q2 		$3.85K Buy
8
+5
+167% +$2.29K ﹤0.01% 649
2024
Q1 		$1.29K Hold
3
– – ﹤0.01% 849
2023
Q4 		$1.29K Buy
+3
New +$1.16K ﹤0.01% 849

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

Sachetta's WSO Position: Q2 2026 in Review

Sachetta sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 15 shares — an estimated $5.46K sold.

Sachetta first reported a position in WSO in Q4 2023 and held it in 10 quarters. The position peaked at $5.46K in Q1 2026. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Sachetta reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 15 Watsco Inc shares in Q2 2026, an estimated $5.46K.
  • Sachetta first reported a position in Watsco Inc in Q4 2023 and held it in 10 quarters.
  • Sachetta's Watsco Inc position peaked at $5.46K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.