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Venture Visionary Partners’s Watsco Inc WSO Stock Holding History

Venture Visionary 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 		$257K Sell
616
-369
-37% -$148K 0.01% 614
2026
Q1 		$358K Sell
985
-283
-22% -$110K 0.01% 483
2025
Q4 		$433K Buy
+1,268
New +$453K 0.01% 457
2022
Q3 		– Sell
-298
Closed -$71.2K – 1559
2022
Q2 		$71.2K Buy
+298
New +$78.4K 0.01% 702

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

Venture Visionary Partners's WSO Position: Q2 2026 in Review

Venture Visionary Partners reduced its Watsco Inc (WSO) stake by 37% in Q2 2026, selling an estimated $148K and leaving 616 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #614.

Venture Visionary Partners first reported a position in WSO in Q2 2022 and has held it in 4 quarters since. The position peaked at $433K in Q4 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Venture Visionary Partners held 616 shares of Watsco Inc worth $257K as of Q2 2026.
  • Venture Visionary Partners sold 369 Watsco Inc shares in Q2 2026, an estimated $148K.
  • Watsco Inc made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #614 holding.
  • Venture Visionary Partners first reported a position in Watsco Inc in Q2 2022 and has held it in 4 quarters since.
  • Venture Visionary Partners's Watsco Inc position peaked at $433K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.