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V-Square Quantitative Management’s Watsco Inc WSO Stock Holding History

V-Square Quantitative 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 		$324K Buy
778
+307
+65% +$123K 0.03% 441
2026
Q1 		$171K Buy
471
+63
+15% +$24.4K 0.02% 518
2025
Q4 		$137K Buy
+408
New +$146K 0.01% 524

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

V-Square Quantitative Management's WSO Position: Q2 2026 in Review

V-Square Quantitative Management increased its Watsco Inc (WSO) stake by 65% in Q2 2026, buying an estimated $123K and bringing the position to 778 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #441.

V-Square Quantitative Management first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • V-Square Quantitative Management held 778 shares of Watsco Inc worth $324K as of Q2 2026.
  • V-Square Quantitative Management bought 307 Watsco Inc shares in Q2 2026, an estimated $123K.
  • Watsco Inc made up 0.03% of V-Square Quantitative Management's portfolio in Q2 2026, its #441 holding.
  • V-Square Quantitative Management first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.