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Whetstone Capital Advisors’s Watsco Inc WSO Stock Holding History

Whetstone Capital Advisors’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
Q1 		$243K Buy
668
+12
+2% +$4.65K 0.08% 50
2025
Q4 		$221K Buy
656
+64
+11% +$22.9K 0.07% 48
2025
Q3 		$239K Buy
+592
New +$253K 0.07% 35

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Whetstone Capital Advisors's WSO Position: Q1 2026 in Review

Whetstone Capital Advisors increased its Watsco Inc (WSO) stake by 1.8% in Q1 2026, buying an estimated $4.65K and bringing the position to 668 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #50.

Whetstone Capital Advisors first reported a position in WSO in Q3 2025 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Whetstone Capital Advisors held 668 shares of Watsco Inc worth $243K as of Q1 2026.
  • Whetstone Capital Advisors bought 12 Watsco Inc shares in Q1 2026, an estimated $4.65K.
  • Watsco Inc made up 0.08% of Whetstone Capital Advisors's portfolio in Q1 2026, its #50 holding.
  • Whetstone Capital Advisors first reported a position in Watsco Inc in Q3 2025 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.