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Argonautica Private Wealth Management’s Watsco Inc WSO Stock Holding History

Argonautica Private Wealth 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 		$241K Buy
662
+64
+11% +$24.8K 0.07% 173
2025
Q4 		$201K Buy
+598
New +$214K 0.06% 180

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

Argonautica Private Wealth Management's WSO Position: Q1 2026 in Review

Argonautica Private Wealth Management increased its Watsco Inc (WSO) stake by 11% in Q1 2026, buying an estimated $24.8K and bringing the position to 662 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #173.

Argonautica Private Wealth Management first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Argonautica Private Wealth Management held 662 shares of Watsco Inc worth $241K as of Q1 2026.
  • Argonautica Private Wealth Management bought 64 Watsco Inc shares in Q1 2026, an estimated $24.8K.
  • Watsco Inc made up 0.07% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Argonautica Private Wealth Management first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.