Siemens Fonds Invest’s Watsco Inc WSO Stock Holding History

Siemens Fonds Invest’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	$200K	Hold	479	–	–	0.01%	476
2026 Q1	$174K	Hold	479	–	–	0.01%	486
2025 Q4	$164K	Sell	479 -436	-48%	-$156K	0.01%	504
2025 Q3	$370K	Sell	915 -1	-0.1%	-$428	0.02%	358
2025 Q2	$405K	Buy	916 +83	+10%	+$38.5K	0.02%	341
2025 Q1	$423K	Sell	833 -728	-47%	-$359K	0.03%	304
2024 Q4	$741K	Buy	1,561 +230	+17%	+$116K	0.05%	243
2024 Q3	$256K	Buy	1,331 +340	+34%	+$163K	0.02%	386
2024 Q2	$459K	Hold	991	–	–	0.03%	289
2024 Q1	$428K	Buy	+991	New	+$398K	0.03%	314

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Siemens Fonds Invest's WSO Position: Q2 2026 in Review

Siemens Fonds Invest held its Watsco Inc (WSO) position steady in Q2 2026 at 479 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #476.

Siemens Fonds Invest first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $741K in Q4 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Siemens Fonds Invest held 479 shares of Watsco Inc worth $200K as of Q2 2026.
Siemens Fonds Invest left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.01% of Siemens Fonds Invest's portfolio in Q2 2026, its #476 holding.
Siemens Fonds Invest first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
Siemens Fonds Invest's Watsco Inc position peaked at $741K in Q4 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.