WhitTier Trust Company’s Watsco Inc WSO Stock Holding History

WhitTier Trust Company’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	$78.3K	Sell	201 -2	-1%	-$804	﹤0.01%	653
2026 Q1	$76.8K	Buy	203 +9	+5%	+$3.49K	﹤0.01%	648
2025 Q4	$69.3K	Hold	194	–	–	﹤0.01%	653
2025 Q3	$80.5K	Hold	194	–	–	﹤0.01%	600
2025 Q2	$85.7K	Hold	194	–	–	﹤0.01%	657
2025 Q1	$98.6K	Sell	194 -1	-0.5%	-$493	﹤0.01%	624
2024 Q4	$92.4K	Sell	195 -1	-0.5%	-$506	﹤0.01%	622
2024 Q3	$96.4K	Sell	196 -2	-1%	-$961	﹤0.01%	604
2024 Q2	$91.7K	Buy	198 +111	+128%	+$50.7K	﹤0.01%	577
2024 Q1	$37.6K	Buy	+87	New	+$35K	﹤0.01%	735
2023 Q4	–	Sell	-79	Closed	-$29.8K	–	1229
2023 Q3	$29.8K	Sell	79 -7	-8%	-$2.53K	﹤0.01%	738
2023 Q2	$32.8K	Hold	86	–	–	﹤0.01%	761
2023 Q1	$27.4K	Sell	86 -16	-16%	-$4.7K	﹤0.01%	786
2022 Q4	$25.4K	Buy	102 +16	+19%	+$4.21K	﹤0.01%	801
2022 Q3	$22K	Buy	86 +5	+6%	+$1.35K	﹤0.01%	803
2022 Q2	$19K	Buy	81 +53	+189%	+$13.9K	﹤0.01%	828
2022 Q1	$9K	Buy	+28	New	+$7.99K	﹤0.01%	950

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WhitTier Trust Company's WSO Position: Q2 2026 in Review

WhitTier Trust Company reduced its Watsco Inc (WSO) stake by 0.99% in Q2 2026, selling an estimated $804 and leaving 201 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

WhitTier Trust Company first reported a position in WSO in Q1 2022 and has held it in 17 quarters since. The position peaked at $98.6K in Q1 2025. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

WhitTier Trust Company held 201 shares of Watsco Inc worth $78.3K as of Q2 2026.
WhitTier Trust Company sold 2 Watsco Inc shares in Q2 2026, an estimated $804.
Watsco Inc made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #653 holding.
WhitTier Trust Company first reported a position in Watsco Inc in Q1 2022 and has held it in 17 quarters since.
WhitTier Trust Company's Watsco Inc position peaked at $98.6K in Q1 2025.
784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.