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Ameritas Investment Partners’s Watsco Inc WSO Stock Holding History

Ameritas Investment Partners’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 		$2.34M Buy
6,434
+34
+0.5% +$13.2K 0.07% 290
2025
Q4 		$2.16M Sell
6,400
-143
-2% -$51.1K 0.07% 307
2025
Q3 		$2.65M Sell
6,543
-230
-3% -$98.3K 0.08% 254
2025
Q2 		$2.99M Sell
6,773
-80
-1% -$37.1K 0.09% 203
2025
Q1 		$3.48M Sell
6,853
-123
-2% -$60.6K 0.12% 154
2024
Q4 		$3.31M Sell
6,976
-161
-2% -$81.5K 0.11% 166
2024
Q3 		$3.51M Buy
7,137
+328
+5% +$158K 0.11% 159
2024
Q2 		$3.15M Sell
6,809
-88
-1% -$40.2K 0.11% 172
2024
Q1 		$2.98M Sell
6,897
-581
-8% -$233K 0.1% 198
2023
Q4 		$3.2M Sell
7,478
-44
-0.6% -$17K 0.12% 153
2023
Q3 		$2.84M Sell
7,522
-824
-10% -$298K 0.11% 166
2023
Q2 		$3.18M Sell
8,346
-122
-1% -$41.4K 0.12% 162
2023
Q1 		$2.69M Sell
8,468
-140
-2% -$41.1K 0.11% 192
2022
Q4 		$2.36M Buy
8,608
+68
+0.8% +$17.9K 0.09% 228
2022
Q3 		$2.2M Sell
8,540
-290
-3% -$78.6K 0.1% 203
2022
Q2 		$2.11M Hold
8,830
– – 0.09% 222
2022
Q1 		$2.69M Hold
8,830
– – 0.1% 219
2021
Q4 		$2.76M Buy
8,830
+96
+1% +$28.4K 0.09% 226
2021
Q3 		$2.31M Sell
8,734
-162
-2% -$45.4K 0.08% 256
2021
Q2 		$2.55M Sell
8,896
-175
-2% -$50.1K 0.09% 241
2021
Q1 		$2.37M Hold
9,071
– – 0.09% 243
2020
Q4 		$2.06M Sell
9,071
-221
-2% -$50.8K 0.09% 254
2020
Q3 		$2.16M Sell
9,292
-185
-2% -$41.7K 0.1% 210
2020
Q2 		$1.68M Buy
9,477
+259
+3% +$42.9K 0.08% 259
2020
Q1 		$1.46M Hold
9,218
– – 0.08% 253
2019
Q4 		$1.66M Hold
9,218
– – 0.07% 303
2019
Q3 		$1.56M Sell
9,218
-186
-2% -$30.2K 0.07% 320
2019
Q2 		$1.54M Hold
9,404
– – 0.07% 330
2019
Q1 		$1.35M Sell
9,404
-121
-1% -$17.4K 0.06% 382
2018
Q4 		$1.32M Hold
9,525
– – 0.07% 329
2018
Q3 		$1.7M Hold
9,525
– – 0.08% 303
2018
Q2 		$1.7M Hold
9,525
– – 0.08% 298
2018
Q1 		$1.72M Buy
9,525
+429
+5% +$74.4K 0.08% 299
2017
Q4 		$1.55M Hold
9,096
– – 0.07% 359
2017
Q3 		$1.34M Hold
9,096
– – 0.06% 396
2017
Q2 		$1.4M Buy
9,096
+146
+2% +$20.9K 0.07% 374
2017
Q1 		$1.28M Buy
8,950
+1,081
+14% +$162K 0.06% 401
2016
Q4 		$1.17M Hold
7,869
– – 0.06% 443
2016
Q3 		$1.11M Buy
7,869
+3,791
+93% +$543K 0.06% 433
2016
Q2 		$574K Buy
4,078
+217
+6% +$29.1K 0.04% 532
2016
Q1 		$520K Hold
3,861
– – 0.03% 556
2015
Q4 		$452K Hold
3,861
– – 0.03% 607
2015
Q3 		$457K Sell
3,861
-247
-6% -$30.8K 0.03% 577
2015
Q2 		$508K Sell
4,108
-2,315
-36% -$288K 0.03% 582
2015
Q1 		$807K Buy
6,423
+73
+1% +$8.38K 0.05% 379
2014
Q4 		$679K Hold
6,350
– – 0.05% 436
2014
Q3 		$547K Sell
6,350
-108
-2% -$9.99K 0.04% 522
2014
Q2 		$664K Buy
6,458
+100
+2% +$10.1K 0.05% 454
2014
Q1 		$635K Sell
6,358
-117
-2% -$11.3K 0.05% 455
2013
Q4 		$622K Hold
6,475
– – 0.05% 480
2013
Q3 		$610K Buy
+6,475
New +$593K 0.06% 436

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

Ameritas Investment Partners's WSO Position: Q1 2026 in Review

Ameritas Investment Partners increased its Watsco Inc (WSO) stake by 0.53% in Q1 2026, buying an estimated $13.2K and bringing the position to 6,434 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #290.

Ameritas Investment Partners first reported a position in WSO in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.51M in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Ameritas Investment Partners held 6,434 shares of Watsco Inc worth $2.34M as of Q1 2026.
  • Ameritas Investment Partners bought 34 Watsco Inc shares in Q1 2026, an estimated $13.2K.
  • Watsco Inc made up 0.07% of Ameritas Investment Partners's portfolio in Q1 2026, its #290 holding.
  • Ameritas Investment Partners first reported a position in Watsco Inc in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's Watsco Inc position peaked at $3.51M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.