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Tounjian Advisory Partners’s Watsco Inc WSO Stock Holding History

Tounjian Advisory Partners’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 		$833 Buy
+2
New +$804 ﹤0.01% 678
2025
Q3 		– Sell
-1,954
Closed -$993K – 241
2025
Q2 		$993K Sell
1,954
-26
-1% -$12.1K 0.19% 133
2025
Q1 		$1.01M Buy
+1,980
New +$976K 0.19% 134

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

Tounjian Advisory Partners's WSO Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Watsco Inc (WSO) in Q2 2026: 2 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in WSO as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in WSO in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Tounjian Advisory Partners held 2 shares of Watsco Inc worth $833 as of Q2 2026.
  • Watsco Inc was a new Tounjian Advisory Partners position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #678 holding.
  • Tounjian Advisory Partners first reported a position in Watsco Inc in Q1 2025 and has held it in 3 quarters since.
  • Tounjian Advisory Partners's Watsco Inc position peaked at $1.01M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.