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Y.D. More Investments’s Watsco Inc WSO Stock Holding History

Y.D. More Investments’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 		$146K Hold
350
– – ﹤0.01% 245
2026
Q1 		$127K Hold
350
– – 0.01% 235
2025
Q4 		$118K Hold
350
– – 0.01% 229
2025
Q3 		$142K Buy
350
+50
+17% +$21.4K 0.01% 232
2025
Q2 		$132K Hold
300
– – 0.01% 245
2025
Q1 		$152K Hold
300
– – 0.01% 227
2024
Q4 		$142K Hold
300
– – 0.01% 224
2024
Q3 		$148K Hold
300
– – 0.02% 217
2024
Q2 		$139K Buy
300
+20
+7% +$9.14K 0.01% 212
2024
Q1 		$121K Buy
+280
New +$112K 0.02% 192

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

Y.D. More Investments's WSO Position: Q2 2026 in Review

Y.D. More Investments held its Watsco Inc (WSO) position steady in Q2 2026 at 350 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Y.D. More Investments first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $152K in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Y.D. More Investments held 350 shares of Watsco Inc worth $146K as of Q2 2026.
  • Y.D. More Investments left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #245 holding.
  • Y.D. More Investments first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
  • Y.D. More Investments's Watsco Inc position peaked at $152K in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.