Anchor Investment Management’s Watsco Inc WSO Stock Holding History

Anchor Investment 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	$7.82M	Sell	21,504 -300	-1%	-$116K	0.65%	38
2025 Q4	$7.35M	Buy	21,804 +3,538	+19%	+$1.26M	0.6%	35
2025 Q3	$7.38M	Hold	18,266	–	–	0.61%	38
2025 Q2	$8.07M	Hold	18,266	–	–	0.71%	34
2025 Q1	$9.28M	Hold	18,266	–	–	0.87%	28
2024 Q4	$8.66M	Buy	18,266 +18,038	+7,911%	+$9.14M	0.81%	28
2024 Q3	$112K	Buy	228 +190	+500%	+$91.3K	0.01%	445
2024 Q2	$17.6K	Hold	38	–	–	﹤0.01%	677
2024 Q1	$16.4K	Hold	38	–	–	﹤0.01%	709
2023 Q4	$16.3K	Hold	38	–	–	﹤0.01%	683
2023 Q3	$14.4K	Hold	38	–	–	﹤0.01%	692
2023 Q2	$14.5K	Buy	+38	New	+$12.9K	﹤0.01%	683

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Anchor Investment Management's WSO Position: Q1 2026 in Review

Anchor Investment Management reduced its Watsco Inc (WSO) stake by 1.4% in Q1 2026, selling an estimated $116K and leaving 21,504 shares worth $7.82M. The position accounts for 0.65% of the portfolio, ranked #38.

Anchor Investment Management first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.28M in Q1 2025. 770 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Anchor Investment Management held 21,504 shares of Watsco Inc worth $7.82M as of Q1 2026.
Anchor Investment Management sold 300 Watsco Inc shares in Q1 2026, an estimated $116K.
Watsco Inc made up 0.65% of Anchor Investment Management's portfolio in Q1 2026, its #38 holding.
Anchor Investment Management first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
Anchor Investment Management's Watsco Inc position peaked at $9.28M in Q1 2025.
770 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.