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SJS Investment Consulting’s Watsco Inc WSO Stock Holding History

SJS Investment Consulting’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 		$10.8K Buy
26
+17
+189% +$6.83K ﹤0.01% 1049
2026
Q1 		$3.27K Buy
9
+5
+125% +$1.94K ﹤0.01% 1158
2025
Q4 		$1.35K Sell
4
-70
-95% -$25K ﹤0.01% 1218
2025
Q3 		$29.9K Buy
74
+71
+2,367% +$30.4K ﹤0.01% 459
2025
Q2 		$1.32K Sell
3
-3
-50% -$1.39K ﹤0.01% 719
2025
Q1 		$3.05K Hold
6
– – ﹤0.01% 578
2024
Q4 		$2.84K Sell
6
-2
-25% -$1.01K ﹤0.01% 574
2024
Q3 		$3.94K Hold
8
– – ﹤0.01% 546
2024
Q2 		$3.71K Hold
8
– – ﹤0.01% 510
2024
Q1 		$3.46K Sell
8
-1
-11% -$402 ﹤0.01% 553
2023
Q4 		$3.86K Buy
9
+1
+13% +$387 ﹤0.01% 449
2023
Q3 		$3.02K Buy
8
+1
+14% +$362 ﹤0.01% 479
2023
Q2 		$2.67K Hold
7
– – ﹤0.01% 495
2023
Q1 		$2.23K Buy
7
+1
+17% +$294 ﹤0.01% 568
2022
Q4 		$1.5K Buy
6
+3
+100% +$789 ﹤0.01% 759
2022
Q3 		$1K Buy
+3
New +$813 ﹤0.01% 952
2022
Q1 		$0 Buy
+1
New +$285 ﹤0.01% 1398

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

SJS Investment Consulting's WSO Position: Q2 2026 in Review

SJS Investment Consulting increased its Watsco Inc (WSO) stake by 189% in Q2 2026, buying an estimated $6.83K and bringing the position to 26 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

SJS Investment Consulting first reported a position in WSO in Q1 2022 and has held it in 17 quarters since. The position peaked at $29.9K in Q3 2025. 457 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • SJS Investment Consulting held 26 shares of Watsco Inc worth $10.8K as of Q2 2026.
  • SJS Investment Consulting bought 17 Watsco Inc shares in Q2 2026, an estimated $6.83K.
  • Watsco Inc made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1049 holding.
  • SJS Investment Consulting first reported a position in Watsco Inc in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Watsco Inc position peaked at $29.9K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.