TSS
WSO icon

Taylor Securities Services’s Watsco Inc WSO Stock Holding History

Taylor Securities Services’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 		$10.1M Buy
24,344
+519
+2% +$209K 4.13% 7
2026
Q1 		$8.67M Buy
23,825
+225
+1% +$87.2K 4.05% 7
2025
Q4 		$7.95M Buy
+23,600
New +$8.43M 3.63% 7

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

Taylor Securities Services's WSO Position: Q2 2026 in Review

Taylor Securities Services increased its Watsco Inc (WSO) stake by 2.2% in Q2 2026, buying an estimated $209K and bringing the position to 24,344 shares worth $10.1M. The position accounts for 4.13% of the portfolio, ranked #7.

Taylor Securities Services first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Taylor Securities Services held 24,344 shares of Watsco Inc worth $10.1M as of Q2 2026.
  • Taylor Securities Services bought 519 Watsco Inc shares in Q2 2026, an estimated $209K.
  • Watsco Inc made up 4.13% of Taylor Securities Services's portfolio in Q2 2026, its #7 holding.
  • Taylor Securities Services first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Taylor Securities Services's 13F filing for Q2 2026, filed 13 Aug 2026.