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Tidal Investments’s Watsco Inc WSO Stock Holding History

Tidal Investments’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
-1,084
Closed -$394K – 2826
2026
Q1 		$394K Sell
1,084
-2,075
-66% -$804K ﹤0.01% 1933
2025
Q4 		$1.06M Buy
3,159
+2,147
+212% +$767K ﹤0.01% 1237
2025
Q3 		$409K Buy
1,012
+346
+52% +$148K ﹤0.01% 1675
2025
Q2 		$294K Sell
666
-294
-31% -$136K ﹤0.01% 1640
2025
Q1 		$488K Buy
960
+12
+1% +$5.92K ﹤0.01% 1336
2024
Q4 		$449K Sell
948
-1,321
-58% -$669K ﹤0.01% 1435
2024
Q3 		$1.12M Buy
2,269
+69
+3% +$33.2K 0.01% 935
2024
Q2 		$1.02M Buy
2,200
+1,704
+344% +$779K 0.01% 884
2024
Q1 		$214K Buy
+496
New +$199K ﹤0.01% 1543
2023
Q4 		– Sell
-2,382
Closed -$900K – 1537
2023
Q3 		$900K Buy
2,382
+121
+5% +$43.7K 0.03% 585
2023
Q2 		$863K Buy
2,261
+1,445
+177% +$490K 0.03% 587
2023
Q1 		$260K Buy
+816
New +$240K 0.01% 1077

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

Tidal Investments's WSO Position: Q2 2026 in Review

Tidal Investments sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 1,084 shares — an estimated $394K sold.

Tidal Investments first reported a position in WSO in Q1 2023 and held it in 12 quarters. The position peaked at $1.12M in Q3 2024. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Tidal Investments reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Tidal Investments sold 1,084 Watsco Inc shares in Q2 2026, an estimated $394K.
  • Tidal Investments first reported a position in Watsco Inc in Q1 2023 and held it in 12 quarters.
  • Tidal Investments's Watsco Inc position peaked at $1.12M in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.