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Y-Intercept (HK)’s Watsco Inc WSO Stock Holding History

Y-Intercept (HK)’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 		– Sell
-1,620
Closed -$589K – 2226
2026
Q1 		$589K Sell
1,620
-1,892
-54% -$733K 0.01% 1223
2025
Q4 		$1.18M Sell
3,512
-4,438
-56% -$1.58M 0.03% 907
2025
Q3 		$3.21M Buy
7,950
+6,967
+709% +$2.98M 0.08% 373
2025
Q2 		$434K Buy
983
+424
+76% +$197K 0.01% 1249
2025
Q1 		$284K Sell
559
-2,356
-81% -$1.16M 0.02% 923
2024
Q4 		$1.38M Buy
+2,915
New +$1.48M 0.09% 307
2023
Q1 		– Sell
-2,694
Closed -$672K – 1590
2022
Q4 		$672K Buy
2,694
+1,390
+107% +$365K 0.1% 325
2022
Q3 		$336K Buy
+1,304
New +$353K 0.03% 668
2021
Q1 		– Sell
-1,064
Closed -$242K – 829
2020
Q4 		$242K Buy
+1,064
New +$245K 0.1% 386

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Y-Intercept (HK)'s WSO Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 1,620 shares — an estimated $589K sold.

Y-Intercept (HK) first reported a position in WSO in Q4 2020 and held it in 9 quarters. The position peaked at $3.21M in Q3 2025. 162 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 1,620 Watsco Inc shares in Q2 2026, an estimated $589K.
  • Y-Intercept (HK) first reported a position in Watsco Inc in Q4 2020 and held it in 9 quarters.
  • Y-Intercept (HK)'s Watsco Inc position peaked at $3.21M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.