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Woodline Partners’s Watsco Inc WSO Stock Holding History

Woodline 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 		$831K Buy
1,995
+628
+46% +$252K ﹤0.01% 934
2026
Q1 		$497K Buy
1,367
+724
+113% +$281K ﹤0.01% 966
2025
Q4 		$217K Buy
+643
New +$230K ﹤0.01% 996
2024
Q4 		– Sell
-18,417
Closed -$9.06M – 1008
2024
Q3 		$9.06M Buy
+18,417
New +$8.85M 0.08% 318
2024
Q2 		– Sell
-50,779
Closed -$21.9M – 688
2024
Q1 		$21.9M Buy
50,779
+35,882
+241% +$14.4M 0.2% 157
2023
Q4 		$6.38M Buy
+14,897
New +$5.77M 0.07% 288
2023
Q2 		– Sell
-18,529
Closed -$5.9M – 763
2023
Q1 		$5.9M Buy
+18,529
New +$5.44M 0.08% 268

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

Woodline Partners's WSO Position: Q2 2026 in Review

Woodline Partners increased its Watsco Inc (WSO) stake by 46% in Q2 2026, buying an estimated $252K and bringing the position to 1,995 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Woodline Partners first reported a position in WSO in Q1 2023 and has held it in 7 quarters since. The position peaked at $21.9M in Q1 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Woodline Partners held 1,995 shares of Watsco Inc worth $831K as of Q2 2026.
  • Woodline Partners bought 628 Watsco Inc shares in Q2 2026, an estimated $252K.
  • Watsco Inc made up ﹤0.01% of Woodline Partners's portfolio in Q2 2026, its #934 holding.
  • Woodline Partners first reported a position in Watsco Inc in Q1 2023 and has held it in 7 quarters since.
  • Woodline Partners's Watsco Inc position peaked at $21.9M in Q1 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.