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Spinnaker Trust’s Watsco Inc WSO Stock Holding History

Spinnaker Trust’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 		$371K Buy
+890
New +$358K 0.02% 247

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

Spinnaker Trust's WSO Position: Q2 2026 in Review

Spinnaker Trust opened a new position in Watsco Inc (WSO) in Q2 2026: 890 shares worth $371K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings.

781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Spinnaker Trust held 890 shares of Watsco Inc worth $371K as of Q2 2026.
  • Watsco Inc was a new Spinnaker Trust position in Q2 2026.
  • Watsco Inc made up 0.02% of Spinnaker Trust's portfolio in Q2 2026, its #247 holding.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.