Squarepoint
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Squarepoint’s Watsco Inc WSO Stock Holding History

Squarepoint’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
2024
Q1 		– Sell
-600
Closed -$257K – 4676
2023
Q4 		$257K Buy
+600
New +$232K ﹤0.01% 3453

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

Squarepoint's WSO Position: Q2 2026 in Review

Squarepoint opened a new position in Watsco Inc (WSO) in Q2 2026: 28,187 shares worth $11.7M. The stake represents 0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Squarepoint previously reported a position in WSO as recently as Q4 2025.

Squarepoint first reported a position in WSO in Q2 2015 and has held it in 38 quarters since. The position peaked at $82.9M in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Squarepoint held 28,187 shares of Watsco Inc worth $11.7M as of Q2 2026.
  • Watsco Inc was a new Squarepoint position in Q2 2026.
  • Watsco Inc made up 0.01% of Squarepoint's portfolio in Q2 2026, its #1009 holding.
  • Squarepoint first reported a position in Watsco Inc in Q2 2015 and has held it in 38 quarters since.
  • Squarepoint's Watsco Inc position peaked at $82.9M in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.