Vanguard Capital Management
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Vanguard Capital Management’s Watsco Inc WSO Stock Holding History

Vanguard Capital 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 		$658M Buy
1,579,210
+11,711
+0.7% +$4.71M 0.01% 615
2026
Q1 		$570M Buy
+1,567,499
New +$607M 0.01% 623

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management's WSO Position: Q2 2026 in Review

Vanguard Capital Management increased its Watsco Inc (WSO) stake by 0.75% in Q2 2026, buying an estimated $4.71M and bringing the position to 1,579,210 shares worth $658M. The position accounts for 0.01% of the portfolio, ranked #615.

Vanguard Capital Management first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Vanguard Capital Management held 1,579,210 shares of Watsco Inc worth $658M as of Q2 2026.
  • Vanguard Capital Management bought 11,711 Watsco Inc shares in Q2 2026, an estimated $4.71M.
  • Watsco Inc made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #615 holding.
  • Vanguard Capital Management first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.