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Steigerwald Gordon & Koch’s Watsco Inc WSO Stock Holding History

Steigerwald Gordon & Koch’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 		$56.3K Buy
135
+5
+4% +$2.01K 0.01% 296
2026
Q1 		$47.3K Sell
130
-13
-9% -$5.04K ﹤0.01% 312
2025
Q4 		$48.2K Buy
143
+23
+19% +$8.21K ﹤0.01% 316
2025
Q3 		$48.5K Buy
+120
New +$51.3K ﹤0.01% 305

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

Steigerwald Gordon & Koch's WSO Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Watsco Inc (WSO) stake by 3.8% in Q2 2026, buying an estimated $2.01K and bringing the position to 135 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #296.

Steigerwald Gordon & Koch first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Steigerwald Gordon & Koch held 135 shares of Watsco Inc worth $56.3K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 5 Watsco Inc shares in Q2 2026, an estimated $2.01K.
  • Watsco Inc made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #296 holding.
  • Steigerwald Gordon & Koch first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.