WSOB — WATSCO INC
As of Q2 2026, 3 SEC-registered investment managers reported holding WSOB (WATSCO INC) in their latest 13F filings, with a combined reported value of $803.27K across 1.94K shares. That is -0.7% by share count (-14 shares) versus the previous quarter, while reported value moved +13.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.35K | $559.40K | 0.00% | Reduce |
| Morgan Stanley history | 589 | $243.45K | 0.00% | Hold |
| BlackRock Inc history | 1 | $413 | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.37K | $492.90K | 0.00% | Reduce |
| Morgan Stanley history | 589 | $212.33K | 0.00% | Hold |
| BlackRock Inc history | 1 | $360 | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.56K | $527.25K | 0.00% | Reduce |
| Morgan Stanley history | 589 | $199.73K | 0.00% | Hold |
| BlackRock Inc history | 1 | $339 | 0.00% | Hold |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.59K | $638.07K | 0.00% | Hold |
| Morgan Stanley history | 589 | $236.24K | 0.00% | Hold |
| BlackRock Inc history | 1 | $401 | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 1.60K | $700.54K | 0.00% | New |
| Goldman Sachs Group history | 1.60K | $700.54K | 0.00% | New |
| Morgan Stanley history | 589 | $258.01K | 0.00% | Hold |
| Morgan Stanley history | 589 | $258.01K | 0.00% | Hold |
| BlackRock Inc history | 1 | $438 | 0.00% | Hold |
| BlackRock Inc history | 1 | $438 | 0.00% | Hold |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 588 | $297.64K | 0.00% | Hold |
| Morgan Stanley history | 588 | $297.64K | 0.00% | Hold |
| UBS Group AG history | 34 | $17.21K | 0.00% | Add |
| BlackRock Inc history | 1 | $506 | 0.00% | Hold |
| BlackRock Inc history | 1 | $506 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 1.35K | 1.37K | 1.56K | 1.59K | 1.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 589 | 589 | 589 | 589 | 589 | 588 | 588 | 588 | 588 | 596 | 595 | 595 | 607 | 907 | 907 | 907 | 907 | 906 | 904 | 900 |
| BlackRock Inc | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | — | — | — | — | — | 34 | 30 | 32 | — | 1 | 1 | — | — | — | 8 | 5 | 70 | 74 | 74 | 74 |