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TD Capital Management’s Watsco Inc WSO Stock Holding History

TD Capital 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 		$6.12K Hold
15
– – ﹤0.01% 511
2026
Q1 		$5.3K Buy
15
+1
+7% +$387 ﹤0.01% 550
2025
Q4 		$4.87K Hold
14
– – ﹤0.01% 525
2025
Q3 		$5.8K Hold
14
– – ﹤0.01% 482
2025
Q2 		$6.29K Hold
14
– – ﹤0.01% 475
2025
Q1 		$7.2K Hold
14
– – ﹤0.01% 341
2024
Q4 		$6.67K Buy
+14
New +$7.09K ﹤0.01% 321

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 $3.38T AUM 44.17% 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

TD Capital Management's WSO Position: Q2 2026 in Review

TD Capital Management held its Watsco Inc (WSO) position steady in Q2 2026 at 15 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

TD Capital Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.2K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • TD Capital Management held 15 shares of Watsco Inc worth $6.12K as of Q2 2026.
  • TD Capital Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #511 holding.
  • TD Capital Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • TD Capital Management's Watsco Inc position peaked at $7.2K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.