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Atomi Financial Group’s Watsco Inc WSO Stock Holding History

Atomi Financial Group’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 		– Sell
-1,486
Closed -$501K – 1332
2025
Q4 		$501K Sell
1,486
-246
-14% -$87.8K 0.01% 691
2025
Q3 		$700K Sell
1,732
-74
-4% -$31.6K 0.02% 503
2025
Q2 		$798K Buy
1,806
+84
+5% +$39K 0.03% 412
2025
Q1 		$875K Buy
1,722
+157
+10% +$77.4K 0.04% 347
2024
Q4 		$742K Buy
1,565
+592
+61% +$300K 0.04% 346
2024
Q3 		$479K Buy
973
+500
+106% +$240K 0.03% 467
2024
Q2 		$219K Buy
+473
New +$216K 0.02% 706

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

Atomi Financial Group's WSO Position: Q1 2026 in Review

Atomi Financial Group sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 1,486 shares — an estimated $501K sold.

Atomi Financial Group first reported a position in WSO in Q2 2024 and held it in 7 quarters. The position peaked at $875K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Atomi Financial Group reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 1,486 Watsco Inc shares in Q1 2026, an estimated $501K.
  • Atomi Financial Group first reported a position in Watsco Inc in Q2 2024 and held it in 7 quarters.
  • Atomi Financial Group's Watsco Inc position peaked at $875K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.