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SBI Securities’s Watsco Inc WSO Stock Holding History

SBI Securities’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 		$2.5K Buy
6
+2
+50% +$804 ﹤0.01% 2482
2026
Q1 		$1.46K Buy
4
+2
+100% +$775 ﹤0.01% 2518
2025
Q4 		$674 Sell
2
-9
-82% -$3.21K ﹤0.01% 2768
2025
Q3 		$4.45K Buy
11
+9
+450% +$3.85K ﹤0.01% 2095
2025
Q2 		$883 Hold
2
– – ﹤0.01% 2735
2025
Q1 		$1.02K Buy
2
+1
+100% +$493 ﹤0.01% 2578
2024
Q4 		$474 Buy
+1
New +$506 ﹤0.01% 2908

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

SBI Securities's WSO Position: Q2 2026 in Review

SBI Securities increased its Watsco Inc (WSO) stake by 50% in Q2 2026, buying an estimated $804 and bringing the position to 6 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

SBI Securities first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.45K in Q3 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • SBI Securities held 6 shares of Watsco Inc worth $2.5K as of Q2 2026.
  • SBI Securities bought 2 Watsco Inc shares in Q2 2026, an estimated $804.
  • Watsco Inc made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2482 holding.
  • SBI Securities first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Watsco Inc position peaked at $4.45K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.