Steve Schonfeld’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.83M | Buy |
+4,381
| New | +$1.76M | 0.01% | 1113 |
|
|
2026
Q1 | – | Sell |
-3,696
| Closed | -$1.25M | – | 2732 |
|
|
2025
Q4 | $1.25M | Sell |
3,696
-11,193
| -75% | -$4M | 0.01% | 1037 |
|
|
2025
Q3 | $6.02M | Buy |
14,889
+2,268
| +18% | +$970K | 0.03% | 526 |
|
|
2025
Q2 | $5.57M | Sell |
12,621
-17,777
| -58% | -$8.25M | 0.04% | 537 |
|
|
2025
Q1 | $15.5M | Sell |
30,398
-2,771
| -8% | -$1.37M | 0.09% | 216 |
|
|
2024
Q4 | $15.7M | Buy |
33,169
+31,957
| +2,637% | +$16.2M | 0.09% | 194 |
|
|
2024
Q3 | $596K | Sell |
1,212
-35,188
| -97% | -$16.9M | ﹤0.01% | 1359 |
|
|
2024
Q2 | $16.9M | Buy |
36,400
+9,208
| +34% | +$4.21M | 0.11% | 201 |
|
|
2024
Q1 | $11.7M | Buy |
27,192
+19,423
| +250% | +$7.8M | 0.08% | 319 |
|
|
2023
Q4 | $3.33M | Sell |
7,769
-49,421
| -86% | -$19.1M | 0.02% | 638 |
|
|
2023
Q3 | $21.6M | Buy |
+57,190
| New | +$20.7M | 0.17% | 163 |
|
|
2023
Q2 | – | Sell |
-32,478
| Closed | -$10.3M | – | 2547 |
|
|
2023
Q1 | $10.3M | Buy |
32,478
+4,584
| +16% | +$1.35M | 0.1% | 278 |
|
|
2022
Q4 | $6.96M | Buy |
27,894
+10,121
| +57% | +$2.66M | 0.06% | 395 |
|
|
2022
Q3 | $4.58M | Buy |
+17,773
| New | +$4.82M | 0.04% | 559 |
|
|
2022
Q1 | – | Sell |
-2,400
| Closed | -$751K | – | 2957 |
|
|
2021
Q4 | $751K | Sell |
2,400
-10,300
| -81% | -$3.05M | 0.01% | 1070 |
|
|
2021
Q3 | $3.36M | Buy |
12,700
+8,516
| +204% | +$2.39M | 0.03% | 545 |
|
|
2021
Q2 | $1.2M | Buy |
+4,184
| New | +$1.2M | 0.01% | 870 |
|
|
2020
Q4 | – | Sell |
-3,055
| Closed | -$711K | – | 1913 |
|
|
2020
Q3 | $711K | Buy |
+3,055
| New | +$688K | 0.01% | 808 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$216K | – | 1572 |
|
|
2019
Q4 | $216K | Sell |
1,200
-2,000
| -63% | -$352K | 0.01% | 1138 |
|
|
2019
Q3 | $541K | Sell |
3,200
-4,100
| -56% | -$665K | 0.02% | 627 |
|
|
2019
Q2 | $1.19M | Buy |
+7,300
| New | +$1.15M | 0.04% | 402 |
|
|
2019
Q1 | – | Sell |
-3,690
| Closed | -$514K | – | 1319 |
|
|
2018
Q4 | $514K | Sell |
3,690
-2,710
| -42% | -$413K | 0.02% | 651 |
|
|
2018
Q3 | $1.14M | Buy |
+6,400
| New | +$1.13M | 0.05% | 407 |
|
|
2018
Q2 | – | Sell |
-1,791
| Closed | -$324K | – | 1000 |
|
|
2018
Q1 | $324K | Buy |
+1,791
| New | +$310K | 0.02% | 577 |
|
|
2017
Q4 | – | Sell |
-50,335
| Closed | -$8.11M | – | 900 |
|
|
2017
Q3 | $8.11M | Buy |
+50,335
| New | +$7.6M | 0.74% | 21 |
|
|
2017
Q2 | – | Sell |
-3,460
| Closed | -$495K | – | 786 |
|
|
2017
Q1 | $495K | Buy |
+3,460
| New | +$518K | 0.05% | 370 |
|
Other funds holding WSO
Steve Schonfeld's WSO Position: Q2 2026 in Review
Steve Schonfeld opened a new position in Watsco Inc (WSO) in Q2 2026: 4,381 shares worth $1.83M. The stake represents 0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in WSO as recently as Q4 2025.
Steve Schonfeld first reported a position in WSO in Q1 2017 and has held it in 26 quarters since. The position peaked at $21.6M in Q3 2023. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.
- Steve Schonfeld held 4,381 shares of Watsco Inc worth $1.83M as of Q2 2026.
- Watsco Inc was a new Steve Schonfeld position in Q2 2026.
- Watsco Inc made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1113 holding.
- Steve Schonfeld first reported a position in Watsco Inc in Q1 2017 and has held it in 26 quarters since.
- Steve Schonfeld's Watsco Inc position peaked at $21.6M in Q3 2023.
- 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.
Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.