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Allstate Corporation’s Watsco Inc WSO Stock Holding History

Allstate Corporation’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 		$1.77M Buy
4,872
+2,489
+104% +$964K 0.02% 561
2025
Q4 		$803K Buy
2,383
+1,089
+84% +$389K 0.01% 554
2025
Q3 		$523K Buy
+1,294
New +$553K 0.01% 513
2025
Q2 		– Sell
-1,937
Closed -$985K – 566
2025
Q1 		$985K Buy
1,937
+927
+92% +$457K 0.03% 347
2024
Q4 		$479K Buy
+1,010
New +$512K 0.01% 499

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Allstate Corporation's WSO Position: Q1 2026 in Review

Allstate Corporation increased its Watsco Inc (WSO) stake by 104% in Q1 2026, buying an estimated $964K and bringing the position to 4,872 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #561.

Allstate Corporation first reported a position in WSO in Q4 2024 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Allstate Corporation held 4,872 shares of Watsco Inc worth $1.77M as of Q1 2026.
  • Allstate Corporation bought 2,489 Watsco Inc shares in Q1 2026, an estimated $964K.
  • Watsco Inc made up 0.02% of Allstate Corporation's portfolio in Q1 2026, its #561 holding.
  • Allstate Corporation first reported a position in Watsco Inc in Q4 2024 and has held it in 5 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Allstate Corporation's 13F filing for Q1 2026, filed 11 May 2026.