Woodstock Corp’s Watsco Inc WSO Stock Holding History

Woodstock Corp’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	$200K	Buy	+480	New	+$193K	0.02%	158
2025 Q4	–	Sell	-517	Closed	-$209K	–	159
2025 Q3	$209K	Hold	517	–	–	0.02%	154
2025 Q2	$228K	Hold	517	–	–	0.02%	147
2025 Q1	$263K	Sell	517 -158	-23%	-$77.9K	0.03%	145
2024 Q4	$320K	Hold	675	–	–	0.03%	140
2024 Q3	$332K	Hold	675	–	–	0.03%	141
2024 Q2	$313K	Hold	675	–	–	0.03%	138
2024 Q1	$292K	Hold	675	–	–	0.03%	140
2023 Q4	$289K	Hold	675	–	–	0.03%	144
2023 Q3	$255K	Hold	675	–	–	0.03%	146
2023 Q2	$257K	Hold	675	–	–	0.03%	147
2023 Q1	$215K	Buy	+675	New	+$198K	0.03%	158
2022 Q2	–	Sell	-675	Closed	-$206K	–	176
2022 Q1	$206K	Hold	675	–	–	0.02%	171
2021 Q4	$211K	Buy	+675	New	+$200K	0.02%	176

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 $3.38T AUM 44.17% 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

Woodstock Corp's WSO Position: Q2 2026 in Review

Woodstock Corp opened a new position in Watsco Inc (WSO) in Q2 2026: 480 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings. This is a return to the name: Woodstock Corp previously reported a position in WSO as recently as Q3 2025.

Woodstock Corp first reported a position in WSO in Q4 2021 and has held it in 14 quarters since. The position peaked at $332K in Q3 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Woodstock Corp held 480 shares of Watsco Inc worth $200K as of Q2 2026.
Watsco Inc was a new Woodstock Corp position in Q2 2026.
Watsco Inc made up 0.02% of Woodstock Corp's portfolio in Q2 2026, its #158 holding.
Woodstock Corp first reported a position in Watsco Inc in Q4 2021 and has held it in 14 quarters since.
Woodstock Corp's Watsco Inc position peaked at $332K in Q3 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Woodstock Corp's 13F filing for Q2 2026, filed 13 Jul 2026.