Stratos Investment Management’s Watsco Inc WSO Stock Holding History

Stratos Investment Management’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	$215K	Sell	515 -88	-15%	-$35.4K	0.01%	364
2026 Q1	$219K	Buy	+603	New	+$234K	0.01%	352
2025 Q4	–	Sell	-503	Closed	-$203K	–	373
2025 Q3	$203K	Hold	503	–	–	0.01%	345
2025 Q2	$222K	Sell	503 -14	-3%	-$6.49K	0.01%	338
2025 Q1	$263K	Buy	517 +74	+17%	+$36.5K	0.01%	273
2024 Q4	$210K	Buy	443 +2	+0.5%	+$1.01K	0.01%	263
2024 Q3	$217K	Buy	441 +2	+0.5%	+$961	0.02%	233
2024 Q2	$203K	Buy	+439	New	+$201K	0.02%	220

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 $3.38T AUM 44.17% 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

Stratos Investment Management's WSO Position: Q2 2026 in Review

Stratos Investment Management reduced its Watsco Inc (WSO) stake by 15% in Q2 2026, selling an estimated $35.4K and leaving 515 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #364.

Stratos Investment Management first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $263K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Stratos Investment Management held 515 shares of Watsco Inc worth $215K as of Q2 2026.
Stratos Investment Management sold 88 Watsco Inc shares in Q2 2026, an estimated $35.4K.
Watsco Inc made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #364 holding.
Stratos Investment Management first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
Stratos Investment Management's Watsco Inc position peaked at $263K in Q1 2025.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.