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Tower Bridge Advisors’s Watsco Inc WSO Stock Holding History

Tower Bridge Advisors’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 		$6.51M Sell
15,633
-563
-3% -$226K 0.59% 51
2026
Q1 		$5.89M Buy
16,196
+384
+2% +$149K 0.57% 54
2025
Q4 		$5.33M Sell
15,812
-58
-0.4% -$20.7K 0.54% 54
2025
Q3 		$6.42M Sell
15,870
-176
-1% -$75.3K 0.64% 47
2025
Q2 		$7.09M Sell
16,046
-682
-4% -$316K 0.76% 42
2025
Q1 		$8.5M Sell
16,728
-367
-2% -$181K 0.95% 35
2024
Q4 		$8.1M Sell
17,095
-217
-1% -$110K 0.86% 37
2024
Q3 		$8.52M Sell
17,312
-86
-0.5% -$41.3K 0.88% 36
2024
Q2 		$8.06M Sell
17,398
-340
-2% -$155K 0.9% 36
2024
Q1 		$7.66M Sell
17,738
-992
-5% -$399K 0.78% 40
2023
Q4 		$8.03M Sell
18,730
-3,165
-14% -$1.23M 0.69% 43
2023
Q3 		$8.27M Sell
21,895
-409
-2% -$148K 0.77% 41
2023
Q2 		$8.51M Sell
22,304
-1,463
-6% -$496K 0.78% 43
2023
Q1 		$7.56M Sell
23,767
-159
-0.7% -$46.7K 0.62% 55
2022
Q4 		$5.97M Buy
23,926
+1,009
+4% +$265K 0.5% 63
2022
Q3 		$5.9M Sell
22,917
-31
-0.1% -$8.4K 0.52% 58
2022
Q2 		$5.48M Buy
+22,948
New +$6.04M 0.45% 68

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

Tower Bridge Advisors's WSO Position: Q2 2026 in Review

Tower Bridge Advisors reduced its Watsco Inc (WSO) stake by 3.5% in Q2 2026, selling an estimated $226K and leaving 15,633 shares worth $6.51M. The position accounts for 0.59% of the portfolio, ranked #51.

Tower Bridge Advisors first reported a position in WSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.52M in Q3 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Tower Bridge Advisors held 15,633 shares of Watsco Inc worth $6.51M as of Q2 2026.
  • Tower Bridge Advisors sold 563 Watsco Inc shares in Q2 2026, an estimated $226K.
  • Watsco Inc made up 0.59% of Tower Bridge Advisors's portfolio in Q2 2026, its #51 holding.
  • Tower Bridge Advisors first reported a position in Watsco Inc in Q2 2022 and has held it in 17 quarters since.
  • Tower Bridge Advisors's Watsco Inc position peaked at $8.52M in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.