Aigen Investment Management’s Watsco Inc WSO Stock Holding History

Aigen Investment 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 Q1	–	Sell	-733	Closed	-$247K	–	816
2025 Q4	$247K	Sell	733 -1,407	-66%	-$502K	0.06%	413
2025 Q3	$865K	Sell	2,140 -1,182	-36%	-$505K	0.13%	234
2025 Q2	$1.47M	Buy	3,322 +2,536	+323%	+$1.18M	0.2%	156
2025 Q1	$400K	Buy	786 +286	+57%	+$141K	0.06%	408
2024 Q4	$237K	Sell	500 -635	-56%	-$322K	0.04%	556
2024 Q3	$558K	Buy	+1,135	New	+$546K	0.11%	286
2022 Q4	–	Sell	-1,722	Closed	-$443K	–	810
2022 Q3	$443K	Sell	1,722 -1,452	-46%	-$393K	0.06%	329
2022 Q2	$758K	Sell	3,174 -18	-0.6%	-$4.74K	0.13%	222
2022 Q1	$972K	Buy	3,192 +2,255	+241%	+$643K	0.17%	167
2021 Q4	$289K	Buy	+937	New	+$278K	0.02%	812
2020 Q1	–	Sell	-8	Closed	-$1K	–	1606
2019 Q4	$1K	Buy	+8	New	+$1.41K	﹤0.01%	1093

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Aigen Investment Management's WSO Position: Q1 2026 in Review

Aigen Investment Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 733 shares — an estimated $247K sold.

Aigen Investment Management first reported a position in WSO in Q4 2019 and held it in 11 quarters. The position peaked at $1.47M in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Aigen Investment Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 733 Watsco Inc shares in Q1 2026, an estimated $247K.
Aigen Investment Management first reported a position in Watsco Inc in Q4 2019 and held it in 11 quarters.
Aigen Investment Management's Watsco Inc position peaked at $1.47M in Q2 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.