AlphaQuest’s Watsco Inc WSO Stock Holding History

AlphaQuest’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	-88	Closed	-$29.7K	–	2112
2025 Q4	$29.7K	Sell	88 -9	-9%	-$3.21K	﹤0.01%	2043
2025 Q3	$39.2K	Sell	97 -219	-69%	-$93.6K	﹤0.01%	1989
2025 Q2	$140K	Sell	316 -736	-70%	-$341K	0.01%	1307
2025 Q1	$535K	Buy	1,052 +949	+921%	+$468K	0.06%	502
2024 Q4	$48.8K	Sell	103 -146	-59%	-$73.9K	0.01%	1295
2024 Q3	$122K	Buy	249 +191	+329%	+$91.8K	0.01%	1241
2024 Q2	$26.9K	Sell	58 -190	-77%	-$86.8K	﹤0.01%	1269
2024 Q1	$107K	Buy	+248	New	+$99.6K	0.02%	805

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

AlphaQuest's WSO Position: Q1 2026 in Review

AlphaQuest sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 88 shares — an estimated $29.7K sold.

AlphaQuest first reported a position in WSO in Q1 2024 and held it in 8 quarters. The position peaked at $535K in Q1 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

AlphaQuest reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 88 Watsco Inc shares in Q1 2026, an estimated $29.7K.
AlphaQuest first reported a position in Watsco Inc in Q1 2024 and held it in 8 quarters.
AlphaQuest's Watsco Inc position peaked at $535K in Q1 2025.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.