AI
WSO icon

Atria Investments’s Watsco Inc WSO Stock Holding History

Atria Investments’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 		$2.96M Buy
8,140
+613
+8% +$238K 0.03% 538
2025
Q4 		$2.54M Sell
7,527
-886
-11% -$316K 0.03% 621
2025
Q3 		$3.4M Sell
8,413
-839
-9% -$359K 0.04% 529
2025
Q2 		$4.09M Buy
9,252
+600
+7% +$278K 0.05% 445
2025
Q1 		$4.4M Buy
8,652
+362
+4% +$178K 0.06% 414
2024
Q4 		$3.93M Sell
8,290
-322
-4% -$163K 0.05% 431
2024
Q3 		$4.24M Sell
8,612
-329
-4% -$158K 0.05% 408
2024
Q2 		$4.14M Buy
8,941
+1,250
+16% +$571K 0.05% 401
2024
Q1 		$3.32M Sell
7,691
-1,039
-12% -$417K 0.05% 468
2023
Q4 		$3.74M Buy
8,730
+703
+9% +$272K 0.06% 376
2023
Q3 		$3.03M Buy
8,027
+55
+0.7% +$19.9K 0.05% 430
2023
Q2 		$3.04M Sell
7,972
-175
-2% -$59.3K 0.05% 411
2023
Q1 		$2.59M Sell
8,147
-952
-10% -$280K 0.05% 451
2022
Q4 		$2.27M Sell
9,099
-842
-8% -$221K 0.05% 470
2022
Q3 		$2.56M Buy
9,941
+2,565
+35% +$695K 0.06% 409
2022
Q2 		$1.76M Buy
7,376
+2,094
+40% +$551K 0.04% 543
2022
Q1 		$1.61M Sell
5,282
-390
-7% -$111K 0.03% 650
2021
Q4 		$1.77M Buy
5,672
+664
+13% +$197K 0.03% 615
2021
Q3 		$1.32M Sell
5,008
-227
-4% -$63.7K 0.02% 685
2021
Q2 		$1.5M Buy
5,235
+278
+6% +$79.6K 0.03% 618
2021
Q1 		$1.29M Sell
4,957
-269
-5% -$66.3K 0.03% 608
2020
Q4 		$1.18M Buy
5,226
+336
+7% +$77.2K 0.03% 607
2020
Q3 		$1.14M Buy
+4,890
New +$1.1M 0.03% 520
2020
Q1 		– Sell
-7,472
Closed -$1.35M – 1208
2019
Q4 		$1.35M Sell
7,472
-136
-2% -$23.9K 0.04% 431
2019
Q3 		$1.29M Sell
7,608
-1,123
-13% -$182K 0.05% 343
2019
Q2 		$1.37M Buy
+8,731
New +$1.37M 0.05% 311

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

Atria Investments's WSO Position: Q1 2026 in Review

Atria Investments increased its Watsco Inc (WSO) stake by 8.1% in Q1 2026, buying an estimated $238K and bringing the position to 8,140 shares worth $2.96M. The position accounts for 0.03% of the portfolio, ranked #538.

Atria Investments first reported a position in WSO in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.4M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Atria Investments held 8,140 shares of Watsco Inc worth $2.96M as of Q1 2026.
  • Atria Investments bought 613 Watsco Inc shares in Q1 2026, an estimated $238K.
  • Watsco Inc made up 0.03% of Atria Investments's portfolio in Q1 2026, its #538 holding.
  • Atria Investments first reported a position in Watsco Inc in Q2 2019 and has held it in 26 quarters since.
  • Atria Investments's Watsco Inc position peaked at $4.4M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.