Alberta Investment Management Corp (AIMCo)’s Watsco Inc WSO Stock Holding History

Alberta Investment Management Corp (AIMCo)’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	-3,700	Closed	-$1.25M	–	883
2025 Q4	$1.25M	Sell	3,700 -3,300	-47%	-$1.18M	0.01%	594
2025 Q3	$2.83M	Hold	7,000	–	–	0.02%	362
2025 Q2	$3.09M	Buy	+7,000	New	+$3.25M	0.02%	330
2024 Q2	–	Sell	-700	Closed	-$302K	–	1047
2024 Q1	$302K	Hold	700	–	–	﹤0.01%	907
2023 Q4	$300K	Hold	700	–	–	﹤0.01%	911
2023 Q3	$264K	Hold	700	–	–	﹤0.01%	930
2023 Q2	$267K	Buy	+700	New	+$237K	﹤0.01%	1074
2023 Q1	–	Sell	-4,800	Closed	-$1.2M	–	1303
2022 Q4	$1.2M	Hold	4,800	–	–	0.01%	761
2022 Q3	$1.24M	Hold	4,800	–	–	0.01%	846
2022 Q2	$1.15M	Hold	4,800	–	–	0.01%	846
2022 Q1	$1.46M	Buy	+4,800	New	+$1.37M	0.01%	860

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s WSO Position: Q1 2026 in Review

Alberta Investment Management Corp (AIMCo) sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 3,700 shares — an estimated $1.25M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in WSO in Q1 2022 and held it in 11 quarters. The position peaked at $3.09M in Q2 2025. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Alberta Investment Management Corp (AIMCo) reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 3,700 Watsco Inc shares in Q1 2026, an estimated $1.25M.
Alberta Investment Management Corp (AIMCo) first reported a position in Watsco Inc in Q1 2022 and held it in 11 quarters.
Alberta Investment Management Corp (AIMCo)'s Watsco Inc position peaked at $3.09M in Q2 2025.
771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2026, filed 29 Apr 2026.