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Salomon & Ludwin’s Watsco Inc WSO Stock Holding History

Salomon & Ludwin’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 		$28.9K Sell
71
-1
-1% -$402 ﹤0.01% 876
2026
Q1 		$26.7K Hold
72
– – ﹤0.01% 870
2025
Q4 		$25.4K Buy
72
+10
+16% +$3.57K ﹤0.01% 723
2025
Q3 		$25.7K Buy
62
+20
+48% +$8.55K ﹤0.01% 661
2025
Q2 		$19.2K Buy
+42
New +$19.5K ﹤0.01% 389
2024
Q2 		– Sell
-87
Closed -$37.6K – 838
2024
Q1 		$37.6K Buy
87
+30
+53% +$12.1K ﹤0.01% 396
2023
Q4 		$21.5K Hold
57
– – ﹤0.01% 410
2023
Q3 		$21.5K Buy
+57
New +$20.6K ﹤0.01% 410

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

Salomon & Ludwin's WSO Position: Q2 2026 in Review

Salomon & Ludwin reduced its Watsco Inc (WSO) stake by 1.4% in Q2 2026, selling an estimated $402 and leaving 71 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Salomon & Ludwin first reported a position in WSO in Q3 2023 and has held it in 8 quarters since. The position peaked at $37.6K in Q1 2024. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Salomon & Ludwin held 71 shares of Watsco Inc worth $28.9K as of Q2 2026.
  • Salomon & Ludwin sold 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #876 holding.
  • Salomon & Ludwin first reported a position in Watsco Inc in Q3 2023 and has held it in 8 quarters since.
  • Salomon & Ludwin's Watsco Inc position peaked at $37.6K in Q1 2024.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.