Steven Cohen’s Watsco Inc WSO Stock Holding History

Steven Cohen’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	–	Sell	-2,900	Closed	-$1.05M	–	4643
2026 Q1	$1.05M	Sell	2,900 -2,200	-43%	-$852K	﹤0.01%	2733
2025 Q4	$1.72M	Buy	+5,100	New	+$1.82M	﹤0.01%	2568

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Steven Cohen's WSO Position: Q2 2023 in Review

Steven Cohen sold out of Watsco Inc (WSO) in Q2 2023, closing a stake of 40,012 shares — an estimated $12.7M sold.

Steven Cohen first reported a position in WSO in Q2 2014 and held it in 14 quarters. The position peaked at $28.2M in Q2 2014. 677 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

Steven Cohen reported no remaining Watsco Inc position as of Q2 2023 after selling out during the quarter.
Steven Cohen sold 40,012 Watsco Inc shares in Q2 2023, an estimated $12.7M.
Steven Cohen first reported a position in Watsco Inc in Q2 2014 and held it in 14 quarters.
Steven Cohen's Watsco Inc position peaked at $28.2M in Q2 2014.
677 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Point72 Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.