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Torren Management’s Watsco Inc WSO Stock Holding History

Torren 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 		$17.5K Hold
42
– – 0.01% 150
2026
Q1 		$15.3K Sell
42
-34
-45% -$13.2K 0.01% 145
2025
Q4 		$25.6K Buy
+76
New +$27.1K 0.01% 513

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Torren Management's WSO Position: Q2 2026 in Review

Torren Management held its Watsco Inc (WSO) position steady in Q2 2026 at 42 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #150.

Torren Management first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.6K in Q4 2025. 428 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Torren Management held 42 shares of Watsco Inc worth $17.5K as of Q2 2026.
  • Torren Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Torren Management's portfolio in Q2 2026, its #150 holding.
  • Torren Management first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • Torren Management's Watsco Inc position peaked at $25.6K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Torren Management's 13F filing for Q2 2026, filed 10 Jul 2026.