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Sandler Capital Management’s Watsco Inc WSO Stock Holding History

Sandler Capital Management’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 		$390K Buy
+937
New +$377K 0.19% 118
2023
Q4 		– Sell
-9,879
Closed -$3.73M – 150
2023
Q3 		$3.73M Sell
9,879
-49,834
-83% -$18M 0.38% 87
2023
Q2 		$22.8M Buy
59,713
+10,158
+20% +$3.44M 1.88% 13
2023
Q1 		$15.8M Buy
+49,555
New +$14.6M 1.44% 21
2022
Q4 		– Sell
-15,416
Closed -$3.97M – 110
2022
Q3 		$3.97M Sell
15,416
-51,659
-77% -$14M 0.55% 55
2022
Q2 		$16M Sell
67,075
-29,001
-30% -$7.63M 1.7% 20
2022
Q1 		$29.3M Buy
96,076
+31,650
+49% +$9.03M 2.58% 8
2021
Q4 		$20.2M Buy
64,426
+6,755
+12% +$2M 1.74% 16
2021
Q3 		$15.3M Sell
57,671
-200
-0.3% -$56.1K 1.35% 26
2021
Q2 		$16.6M Buy
+57,871
New +$16.6M 1.29% 29
2018
Q2 		– Sell
-56,560
Closed -$10.2M – 147
2018
Q1 		$10.2M Buy
+56,560
New +$9.8M 1.25% 26
2017
Q3 		– Sell
-92,250
Closed -$14.2M – 162
2017
Q2 		$14.2M Sell
92,250
-42,814
-32% -$6.12M 1.54% 12
2017
Q1 		$19.3M Buy
135,064
+43,164
+47% +$6.46M 1.33% 7
2016
Q4 		$13.6M Buy
+91,900
New +$13.3M 1.22% 23
2015
Q4 		– Sell
-15,912
Closed -$1.89M – 177
2015
Q3 		$1.89M Sell
15,912
-21,286
-57% -$2.65M 0.22% 101
2015
Q2 		$4.6M Sell
37,198
-21,432
-37% -$2.67M 0.41% 100
2015
Q1 		$7.37M Buy
58,630
+18,630
+47% +$2.14M 0.45% 86
2014
Q4 		$4.28M Buy
+40,000
New +$3.97M 0.23% 147

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

Sandler Capital Management's WSO Position: Q2 2026 in Review

Sandler Capital Management opened a new position in Watsco Inc (WSO) in Q2 2026: 937 shares worth $390K. The stake represents 0.19% of the portfolio and ranks #118 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in WSO as recently as Q3 2023.

Sandler Capital Management first reported a position in WSO in Q4 2014 and has held it in 18 quarters since. The position peaked at $29.3M in Q1 2022. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Sandler Capital Management held 937 shares of Watsco Inc worth $390K as of Q2 2026.
  • Watsco Inc was a new Sandler Capital Management position in Q2 2026.
  • Watsco Inc made up 0.19% of Sandler Capital Management's portfolio in Q2 2026, its #118 holding.
  • Sandler Capital Management first reported a position in Watsco Inc in Q4 2014 and has held it in 18 quarters since.
  • Sandler Capital Management's Watsco Inc position peaked at $29.3M in Q1 2022.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.