Ancora Advisors’s Watsco Inc WSO Stock Holding History

Ancora Advisors’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	$5.46K	Hold	15	–	–	﹤0.01%	1955
2025 Q4	$5.05K	Hold	15	–	–	﹤0.01%	1952
2025 Q3	$6.06K	Hold	15	–	–	﹤0.01%	1471
2025 Q2	$6.62K	Sell	15 -6	-29%	-$2.78K	﹤0.01%	1446
2025 Q1	$10.7K	Hold	21	–	–	﹤0.01%	1307
2024 Q4	$9.95K	Hold	21	–	–	﹤0.01%	1333
2024 Q3	$10.3K	Hold	21	–	–	﹤0.01%	1324
2024 Q2	$9.73K	Hold	21	–	–	﹤0.01%	1313
2024 Q1	$9.07K	Hold	21	–	–	﹤0.01%	1345
2023 Q4	$9K	Hold	21	–	–	﹤0.01%	1315
2023 Q3	$7.93K	Hold	21	–	–	﹤0.01%	1329
2023 Q2	$8.01K	Hold	21	–	–	﹤0.01%	1319
2023 Q1	$6.68K	Sell	21 -7	-25%	-$2.06K	﹤0.01%	1352
2022 Q4	$7K	Buy	28 +7	+33%	+$1.84K	﹤0.01%	1430
2022 Q3	$5K	Hold	21	–	–	﹤0.01%	1659
2022 Q2	$5K	Hold	21	–	–	﹤0.01%	1772
2022 Q1	$6K	Buy	21 +15	+250%	+$4.28K	﹤0.01%	1916
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	2215
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	2063
2021 Q2	$2K	Buy	+6	New	+$1.72K	﹤0.01%	1841

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

Ancora Advisors's WSO Position: Q1 2026 in Review

Ancora Advisors held its Watsco Inc (WSO) position steady in Q1 2026 at 15 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Ancora Advisors first reported a position in WSO in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.7K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Ancora Advisors held 15 shares of Watsco Inc worth $5.46K as of Q1 2026.
Ancora Advisors left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1955 holding.
Ancora Advisors first reported a position in Watsco Inc in Q2 2021 and has held it in 20 quarters since.
Ancora Advisors's Watsco Inc position peaked at $10.7K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.