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Atom Investors’s Watsco Inc WSO Stock Holding History

Atom Investors’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 		$2.13M Buy
+5,848
New +$2.27M 0.15% 233
2024
Q3 		– Sell
-2,303
Closed -$1.07M – 622
2024
Q2 		$1.07M Buy
+2,303
New +$1.05M 0.11% 240
2020
Q3 		– Sell
-2,447
Closed -$435K – 637
2020
Q2 		$435K Buy
+2,447
New +$405K 0.03% 285
2019
Q2 		– Sell
-4,334
Closed -$621K – 640
2019
Q1 		$621K Buy
+4,334
New +$622K 0.05% 257

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

Atom Investors's WSO Position: Q1 2026 in Review

Atom Investors opened a new position in Watsco Inc (WSO) in Q1 2026: 5,848 shares worth $2.13M. The stake represents 0.15% of the portfolio and ranks #233 among its holdings. This is a return to the name: Atom Investors previously reported a position in WSO as recently as Q2 2024.

Atom Investors first reported a position in WSO in Q1 2019 and has held it in 4 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Atom Investors held 5,848 shares of Watsco Inc worth $2.13M as of Q1 2026.
  • Watsco Inc was a new Atom Investors position in Q1 2026.
  • Watsco Inc made up 0.15% of Atom Investors's portfolio in Q1 2026, its #233 holding.
  • Atom Investors first reported a position in Watsco Inc in Q1 2019 and has held it in 4 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.