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Wellington-Altus USA’s Watsco Inc WSO Stock Holding History

Wellington-Altus USA’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 		$17.5K Hold
48
– – 0.01% 520
2026
Q1 		$20K Sell
48
-3
-6% -$1.16K 0.01% 522
2025
Q4 		$17.2K Buy
+51
New +$18.2K 0.01% 516

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

Wellington-Altus USA's WSO Position: Q2 2026 in Review

Wellington-Altus USA held its Watsco Inc (WSO) position steady in Q2 2026 at 48 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #520.

Wellington-Altus USA first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $20K in Q1 2026. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Wellington-Altus USA held 48 shares of Watsco Inc worth $17.5K as of Q2 2026.
  • Wellington-Altus USA left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #520 holding.
  • Wellington-Altus USA first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Watsco Inc position peaked at $20K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.