AGM
WSO icon

Alpine Global Management’s Watsco Inc WSO Stock Holding History

Alpine Global 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
-615
Closed -$207K – 431
2025
Q4 		$207K Buy
+615
New +$220K 0.04% 153
2015
Q3 		– Sell
-1,477
Closed -$183K – 822
2015
Q2 		$183K Buy
+1,477
New +$184K 0.03% 416

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

Alpine Global Management's WSO Position: Q1 2026 in Review

Alpine Global Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 615 shares — an estimated $207K sold.

Alpine Global Management first reported a position in WSO in Q2 2015 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Alpine Global Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Alpine Global Management sold 615 Watsco Inc shares in Q1 2026, an estimated $207K.
  • Alpine Global Management first reported a position in Watsco Inc in Q2 2015 and held it in 2 quarters.
  • Alpine Global Management's Watsco Inc position peaked at $207K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

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