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Yousif Capital Management’s Watsco Inc WSO Stock Holding History

Yousif Capital Management’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 		$4.22M Sell
10,127
-609
-6% -$245K 0.05% 359
2026
Q1 		$3.91M Sell
10,736
-494
-4% -$191K 0.05% 372
2025
Q4 		$4.23M Sell
11,230
-147
-1% -$52.5K 0.05% 366
2025
Q3 		$4.6M Sell
11,377
-771
-6% -$330K 0.05% 346
2025
Q2 		$5.36M Sell
12,148
-202
-2% -$93.7K 0.06% 294
2025
Q1 		$6.28M Sell
12,350
-270
-2% -$133K 0.07% 254
2024
Q4 		$5.98M Sell
12,620
-471
-4% -$239K 0.07% 273
2024
Q3 		$6.44M Sell
13,091
-666
-5% -$320K 0.07% 262
2024
Q2 		$6.37M Sell
13,757
-919
-6% -$420K 0.07% 255
2024
Q1 		$6.34M Sell
14,676
-1,576
-10% -$633K 0.07% 275
2023
Q4 		$6.96M Buy
16,252
+253
+2% +$98K 0.08% 229
2023
Q3 		$6.04M Sell
15,999
-830
-5% -$300K 0.08% 243
2023
Q2 		$6.42M Sell
16,829
-555
-3% -$188K 0.08% 245
2023
Q1 		$5.53M Sell
17,384
-125
-0.7% -$36.7K 0.07% 269
2022
Q4 		$4.37M Buy
17,509
+133
+0.8% +$35K 0.06% 356
2022
Q3 		$4.47M Sell
17,376
-1,661
-9% -$450K 0.06% 311
2022
Q2 		$4.55M Buy
19,037
+855
+5% +$225K 0.06% 327
2022
Q1 		$5.54M Buy
18,182
+24
+0.1% +$6.84K 0.06% 311
2021
Q4 		$5.68M Buy
+18,158
New +$5.38M 0.06% 329

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 $3.38T AUM 44.17% 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

Yousif Capital Management's WSO Position: Q2 2026 in Review

Yousif Capital Management reduced its Watsco Inc (WSO) stake by 5.7% in Q2 2026, selling an estimated $245K and leaving 10,127 shares worth $4.22M. The position accounts for 0.05% of the portfolio, ranked #359.

Yousif Capital Management first reported a position in WSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.96M in Q4 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Yousif Capital Management held 10,127 shares of Watsco Inc worth $4.22M as of Q2 2026.
  • Yousif Capital Management sold 609 Watsco Inc shares in Q2 2026, an estimated $245K.
  • Watsco Inc made up 0.05% of Yousif Capital Management's portfolio in Q2 2026, its #359 holding.
  • Yousif Capital Management first reported a position in Watsco Inc in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Watsco Inc position peaked at $6.96M in Q4 2023.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.