Ray Dalio's WSO Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 47,897 shares of Watsco, Inc. (WSO) worth $19.96 M, representing 0.08% of the portfolio. First purchased in 2020-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Ray Dalio has maintained this position in WSO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 47,897 shares. Largest reduction occurred in Q1 2024, reducing 5,411 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Watsco (WSO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Watsco (WSO) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +47,897 | New Buy | 47,897 | $416.73 |
| Q1 2024 | -5,411 | Sold Out | 0 | $0.00 |
| Q4 2023 | +3,836 | Add 243.56% | 5,411 | $428.47 |
| Q3 2023 | +1,575 | New Buy | 1,575 | $377.72 |
| Q1 2021 | -4,398 | Sold Out | 0 | $0.00 |
| Q4 2020 | -903 | Reduce 17.03% | 4,398 | $226.47 |
| Q3 2020 | +3,998 | Add 306.83% | 5,301 | $232.97 |
| Q2 2020 | +1,303 | New Buy | 1,303 | $178.05 |
Ray Dalio's Watsco Investment FAQs
Ray Dalio first purchased Watsco, Inc. (WSO) in Q2 2020, acquiring 1,303 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Watsco, Inc. (WSO) for 8 quarters since Q2 2020.
Ray Dalio's largest addition to Watsco, Inc. (WSO) was in Q2 2026, adding 47,897 shares worth $19.96 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 47,897 shares of Watsco, Inc. (WSO), valued at approximately $19.96 M.
As of the Q2 2026 filing, Watsco, Inc. (WSO) represents approximately 0.08% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Watsco, Inc. (WSO) was 47,897 shares, as reported at the end of Q2 2026.