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Solstein Capital’s Watsco Inc WSO Stock Holding History

Solstein 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 		$17.5K Hold
42
– – 0.01% 301
2026
Q1 		$15.3K Hold
42
– – 0.01% 315
2025
Q4 		$14.2K Hold
42
– – 0.01% 303
2025
Q3 		$17K Hold
42
– – ﹤0.01% 290
2025
Q2 		$18.5K Hold
42
– – 0.01% 287
2025
Q1 		$21.3K Hold
42
– – 0.01% 195
2024
Q4 		$19.9K Hold
42
– – 0.01% 202
2024
Q3 		$20.7K Hold
42
– – 0.01% 203
2024
Q2 		$19.5K Hold
42
– – 0.01% 199
2024
Q1 		$18.1K Hold
42
– – 0.01% 202
2023
Q4 		$18K Hold
42
– – 0.01% 194
2023
Q3 		$15.9K Hold
42
– – 0.01% 196
2023
Q2 		$16K Buy
+42
New +$14.2K 0.01% 196

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

Solstein Capital's WSO Position: Q2 2026 in Review

Solstein Capital held its Watsco Inc (WSO) position steady in Q2 2026 at 42 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #301.

Solstein Capital first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.3K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Solstein Capital held 42 shares of Watsco Inc worth $17.5K as of Q2 2026.
  • Solstein Capital left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Solstein Capital's portfolio in Q2 2026, its #301 holding.
  • Solstein Capital first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
  • Solstein Capital's Watsco Inc position peaked at $21.3K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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