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Vise Technologies’s Watsco Inc WSO Stock Holding History

Vise Technologies’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 		$453K Buy
1,087
+124
+13% +$49.8K 0.01% 1213
2026
Q1 		$324K Hold
963
– – 0.01% 1103
2025
Q4 		$324K Buy
963
+216
+29% +$77.1K 0.01% 1109
2025
Q3 		$302K Buy
747
+105
+16% +$44.9K 0.01% 882
2025
Q2 		$284K Buy
+642
New +$298K 0.01% 858

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

Vise Technologies's WSO Position: Q2 2026 in Review

Vise Technologies increased its Watsco Inc (WSO) stake by 13% in Q2 2026, buying an estimated $49.8K and bringing the position to 1,087 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #1213.

Vise Technologies first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Vise Technologies held 1,087 shares of Watsco Inc worth $453K as of Q2 2026.
  • Vise Technologies bought 124 Watsco Inc shares in Q2 2026, an estimated $49.8K.
  • Watsco Inc made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1213 holding.
  • Vise Technologies first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.