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Savant Capital’s Watsco Inc WSO Stock Holding History

Savant 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 		$380K Buy
+963
New +$387K ﹤0.01% 1366
2025
Q3 		– Sell
-520
Closed -$230K – 1379
2025
Q2 		$230K Buy
520
+44
+9% +$20.4K ﹤0.01% 1091
2025
Q1 		$242K Sell
476
-171
-26% -$84.3K ﹤0.01% 923
2024
Q4 		$306K Sell
647
-3
-0.5% -$1.52K ﹤0.01% 1103
2024
Q3 		$320K Buy
650
+60
+10% +$28.8K ﹤0.01% 1060
2024
Q2 		$273K Sell
590
-17
-3% -$7.77K ﹤0.01% 1012
2024
Q1 		$262K Buy
607
+24
+4% +$9.64K ﹤0.01% 942
2023
Q4 		$250K Sell
583
-76
-12% -$29.4K ﹤0.01% 748
2023
Q3 		$249K Buy
659
+62
+10% +$22.4K ﹤0.01% 708
2023
Q2 		$228K Buy
+597
New +$202K ﹤0.01% 709

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

Savant Capital's WSO Position: Q2 2026 in Review

Savant Capital opened a new position in Watsco Inc (WSO) in Q2 2026: 963 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Savant Capital previously reported a position in WSO as recently as Q2 2025.

Savant Capital first reported a position in WSO in Q2 2023 and has held it in 10 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Savant Capital held 963 shares of Watsco Inc worth $380K as of Q2 2026.
  • Watsco Inc was a new Savant Capital position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1366 holding.
  • Savant Capital first reported a position in Watsco Inc in Q2 2023 and has held it in 10 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.